Open Your Account
Complete the account-opening process with Schwab or Interactive Brokers using the invitation provided to you.
CLIENT ONBOARDING
Welcome to Global Advisers.
Our secure onboarding experience will guide you through each step required to open and fund your account, complete planning, and prepare your portfolio with Global Advisers.
Continue Your OnboardingUse the secure personalized link in your onboarding email to view your current progress.
YOUR ONBOARDING EXPERIENCE
One clear process from account opening to portfolio development.
We will keep you informed as your account moves forward. Each email and your secure onboarding page will show your current stage, percentage complete, and any action required from you.
Complete Your Documents
Review and complete the Global Advisers documents required for your relationship.
Complete Financial Planning
Provide the information we need to understand your goals, circumstances, priorities, and investment preferences.
Fund, Then Develop Your Portfolio
After funding has cleared, Global Advisers develops your portfolio. Final approval completes onboarding.
PLANNING THAT RESPONDS TO YOU
Your answers determine what comes next.
Your initial planning profile may identify areas that require additional information, such as estate planning, college planning, retirement, tax, insurance, business planning, or major life events. When additional sections are required, they become part of your onboarding checklist automatically.
FROM PLANNING TO PORTFOLIO
Your information carries forward.
Your planning information is retained in your onboarding record. After your account funding has cleared, it carries into portfolio development so you do not need to provide the same information again.
Visit Global Advisers