The ETF Store

our process

If a personalized ETF investment mix sounds like the right solution for your portfolio, then let us help you get started today. Our 5-step process is easy, straightforward and hassle-free. Plus, you’ll have one of our expert advisors guiding you every step of the way.

  1. Contact us.  When we talk with you, we’ll take an in-depth look at your financial situation to better understand both your financial and life goals.

    2.  

  2. Find your iPortfolio.  We’ll work with you to determine an allocation that balances both your risk tolerance and your short- and long-term goals.

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  3. Open an account.  We’ll execute an agreed-upon strategy on your behalf while maintaining fully independent custody and asset protections through TD Ameritrade.

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  4. Fund the account. We will work with you to move funds into your new custodial account either through check deposit or by transferring money from another institution.

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  5. Monitor the account. You’ll receive monthly statements online from TD Ameritrade and, on a quarterly basis, we’ll send you a more comprehensive portfolio review to give you an in-depth look at the perfomance of your money.  We review all portfolios each day and will make the necessary changes to your portfolio based on our agreed-upon strategy.