How does the onboarding process work?


  • We will send you a DocuSign of the Investment Advisory Agreement, which goes over the scope of our relationship, fees, assets you would like to have managed, and more.
  • After executing the Investment Advisory Agreement, Schwab will either send you a link to an online portal to create your Schwab account, or we will send you the required forms on DocuSign in special circumstances (for example, if you are opening up an account for an LLC).
  • The account opening process typically takes 1-2 business days, but may take longer depending on the situation.