It's Easy to Get Started

Follow the instructions on this page to start your account opening process.

Step 1.  Complete the Investor Information form. ALL fields must be completed.  Once submitted, we will send you a personalized link that will allow you to complete your online account opening.

If you request is made during normal business hours, you can expect to receive your personalized account opening link on the same day.

 

Step 2.  Select ONE of the following investor descriptions which best defines why you are investing.  This information will determine the investment model assigned to your account.

 

Investor Descriptions

Conservative Investor –  (Select if ANY are true statements) 

1.  You are investing for less than 3 years.

2.  You are investing primarily for income and secondarily for growth.

3.  You would like to limit the maximum downside loss (MDD) to  7% or less.

Moderate Investor –  (Select if ANY are true statements) 

1.  Your investment timeframe is greater than 3 years.

2.  You are seeking a balance of growth and income.

3. You would like to limit the maximum downside loss (MDD) to  12% or less.

Growth Investor –  (Select if ALL are true statements) 

1.  Your investment timeframe is greater than 3 years.

2.  You are seeking long-term growth of capital.

3.  You are comfortable holding an investment that may exhibit occasional declines of 15%.

 

Step 3.  We will email you a personalized link to open an Altruist brokerage account and to fund your account.  It should only take a few minutes for you to complete the entire process.    

We will send a confirmation once we see that your account has been opened.

 

Any questions?  Please email us at:  support@drawbridgestrategies.com.   

 

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