What do I need to do once I sign up?

We’ve made investing easy. After you sign up, and make your initial investment, your account is invested and we’ll manage it for you. No further action is required. Each year you will receive a tax statement which can be used when you fill out your tax return.

We will occasionally get in touch with interesting information, but you can always opt out if you’d prefer. Even if you opt out, we may still get in touch with important information such as legal or operational updates.

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