$20 offer only for new customers who link a qualified account. Six month offer for new balances of $250,000 or more.
1) Free Dashboard. Link your accounts and track your entire net worth.
2) Free Analysis. Work with an advisor to build a free Personalized Plan that’s yours to keep.
3) Personalized Advice. Get Wealth Management custom-tailored to your unique situation. - Based on Modern Portfolio Theory by Harry Markowitz which builds the ideal stock basket to maximize gain while minimizing risk.
If they want you as a personal client customer, they will invite you for a free consultation where they will give you $200.
What's your investment style?
@X1011
Thanks for the extra info. I signed up with your link and connected an investment account worth over $1,000.
5 months ago