What’s Next?

Fund Your Account

Consider transferring or opening any additional accounts.   Simply relaunch this onboarding wizard to fire up new accounts. You can set each account with its own strategy or set one strategy across multiple accounts.  

We will take care of everything.  Just let us know.

What’s Next?

Fund Your Account

Consider transferring or opening any additional accounts.   Simply relaunch this onboarding wizard to fire up new accounts. You can set each account with its own strategy or set one strategy across multiple accounts.

We will take care of everything.  Just let us know.

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Need Additional Accounts?

You can have the same
strategy
implemented
across multiple accounts.

You can set each account
with its own strategy.

Generally, we recommend the prior when you have the same people and the same objectives.
If you have multiple people in your family or household group that would have different objectives,
then we recommend setting up multiple strategies each with its own account.
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Once you have taken all the steps to fire up a new
bank account, here is what to expect next:
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Once your account has been funded we will implement your strategy and we will automatically connect your portfolio strategy to your account so that it will work as a self-driving portfolio.

Diversification weight point2

You can still make changes anytime, but now is a great time to make sure you are comfortable with the strategy. Any changes you make are

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You will be receiving a series of emails from us to help get the best results.

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You can log in and check performance anytime here.
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You can call 970-297-4001 to talk to a human.

We are honored that you have chosen to trust Portfolio ThinkTank as your Investment Advisor and we show up strong for you every day to earn that trust and prove that you made the smart choice.

ptt-systematic-process

Frequently Asked Questions

Why would i need multiple accounts?

Investors usually end up with many accounts.   It’s usually wise to maximize tax advantaged retirement accounts such as ROTH and traditional IRA accounts before fundings cash or margin accounts.

Families may also have accounts for multiple members including college savings accounts or trusts.

Some investors may also benefit from having multiple accounts to track the performance of multiple strategies.

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At Portfolio ThinkTank diversity does not end with the portfolio. We strive to proactively create a culture that embraces diversity, protects our ecosystem from fear and hate, and celebrates the beauty of our differences.

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