We’ll ask you a series of questions upon opening a Guided Investing account, such as income, net worth, and employment status. You will also complete a brief questionnaire to gather information regarding your financial situation, risk tolerance, and time horizon, which we will use to determine your recommended portfolio.
You will have the option to name a Trusted Contact for your account. If you choose to do so, you will be asked to provide contact information for that individual such as a phone number, email address and/or physical address.
