Help CenterWealth ManagementMutual FundOpen a funds account

Open a funds account

Open mutual funds process
i) New Client

New client can choose to open a funds account (checked by default) during the account opening process, the system will calculate the Risk Profiling Questionnaire of user and display the result to you. 

ii) Existing clients
Click " Settings "

Click on " Manage Brokerage Account "

Click on " Mutual Funds "

Check agreement of “Additional Terms for Fund Service” and confirm to “Open Fund Trading”

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