Guided Wealth Portfolios First: Let's get to know you The first step you'll take is providing us with some information about yourself and your goals. Get Started Next: Answer some general investing questions We want to make sure we're investing in a way that's customized to you. Finally: Receive Your Customized Proposal You'll quickly be able to review your customized investment recommendations. You can either stop there or continue to open your account and get started today! Let's Go!