First, we'll get your Pantile account set up. It's the home for all investment accounts that come later on. Whether you have an IRA, Roth account, SEP, or individual growth account, they'll all be housed under a single Pantile account.
We'll schedule an account initiation call to ensure we're completely aligned on your first investment account with us, then we'll get that account sent out for approval. Typically, this process takes 2 to 3 business days to complete.
Once that first account is setup and approved, we'll help you transfer your account assets from your previous custodian or you can just start fresh and deposit cash into your new Pantile investment account to get investing.