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Can I Open Multiple Investment Accounts?

Updated over a week ago

Yes. You can open up to 10 investment accounts in the app.


How to Open Multiple Investment Accounts

  1. Log in to the app.

  2. From Your Accounts, tap Add +.

  3. Select Start Calibration.

  4. Review your investor profile and answer the required questions.

  5. Choose the account type.

  6. Follow the on-screen steps to complete setup.


How Multiple Investment Accounts Work

Accounts are managed independently
Each account has its own balance, settings, and portfolio.

Customization per account
You can assign a unique name, target amount, and contribution preferences to each account.

Deposits
You can make one-time deposits or set up recurring contributions for any account.

Settings and updates
Account settings can be changed at any time.

Activity tracking
All deposits and transactions appear in the Activity section of the app.

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