As easy as 1, 2, 3…

When creating Atticus, we wanted to create a platform that was simple, secure, and sensible.

By partnering with Altruist and Charles Schwab, we are able to do all of that, and keep costs to a minimum for you.

How It Works

An investment platform that finally makes sense.

Built to grow with you – investing, retirement planning, and financial advising with a REAL, HUMAN advisor.

Step 1: Open Your Account

Simple Application

Sign up for an account in minutes. Our client portal will recommend an account and portfolio personalized for you.

Step 2: Fund Your Account

Recurring Deposits

Link your bank account and set up recurring investments to take full advantage of the Atticus platform.

Step 3: Watch Your Money Soar

We go to work

That’s it! Our team of advisors immediately starts managing your accounts, meaning you can sit back and relax! 

The Atticus Application ExperienceQuick ApplicationQuick ApplicationAccount RecommendationOpen Multiple AccountsTransfer AccountsRisk ProfilePersonalized Portfolio
Account Recommendation
Open Multiple Accounts
Transfer Accounts
Risk Profile
Personalized Portfolio

Investing has never been easier.

Open an Atticus account today to start unlocking financial freedom for your future.

What are you waiting for?

Open an Atticus account today to start unlocking financial freedom for your future.