How long does it take to open a portfolio with Motley Fool Wealth Management?
Our online application can typically be completed in as little as 15 minutes.
Less common account types such as trusts, business accounts, solo 401(k)s, and UTMA/UGMA accounts typically require more time, a partner from our Client Experience team, and a bit more documentation. We’re happy to help!
Once your account is open, there may be additional time required to initiate transfers from your existing financial institutions in order to fund your account. Timing for transfers varies by the initiating institution, type of account, and the types of holdings within the account.