As easy as 1, 2, 3…
When creating Atticus, we wanted to create a platform that was simple, secure, and sensible.
By partnering with Charles Schwab, we are able to do all of that, and keep costs to a minimum for you.
1
Step One
Open Your Account
We’ve simplified the application process so you can receive a customized portfolio recommendation in under 2 minutes.
Best part is you can complete the application whenever it is convenient for you, whether that be from the comfort of your own home, at a coffee shop, or even walking to class.
Don’t worry, if you get stuck or have questions, our team is available via live chat through the application.
2
Step Two
Fund Your Account
After your application is submitted, you’ll receive an email asking you to link your bank account through a secure and encrypted process with Charles Schwab, our partnered brokerage.
Once you’ve verified your bank account, all you need to do is make your initial deposit!
Don’t worry, we’ll send you a video tutorial on how to complete this step, and our team is accessible in case you get confused along the way.
3
Step Three
Watch Your Money Soar
After funding your account, our investment advisers will constantly monitor your portfolio, making changes as necessary to help you reach your goals of financial freedom and flexibility.
Earn a free month of investing by referring friends to Atticus (you’ll also be entered to win our large, quarterly prizes)!
Remember, the key to growing your money is investing frequently through the process of compounding, so be sure to set up recurring investments (even if it’s just $10/week) to stay on track!
1
Step One
Open Your Account
We’ve simplified the application process so you can receive a customized portfolio recommendation in under 2 minutes.
Best part is you can complete the application whenever it is convenient for you, whether that be from the comfort of your own home, at a coffee shop, or even walking to class.
Don’t worry, if you get stuck or have questions, our team is available via live chat through the application.
2
Step Two
Fund Your Account
After your application is submitted, you’ll receive an email asking you to link your bank account through a secure and encrypted process with Charles Schwab, our partnered brokerage.
Once you’ve verified your bank account, all you need to do is make your initial deposit!
Don’t worry, we’ll send you a video tutorial on how to complete this step, and our team is accessible in case you get confused along the way.
3
Step Three
Watch Your Money Soar
After funding your account, our investment advisers will constantly monitor your portfolio, making changes as necessary to help you reach your goals of financial freedom and flexibility.
Earn a free month of investing by referring friends to Atticus (you’ll also be entered to win our large, quarterly prizes)!
Remember, the key to growing your money is investing frequently through the process of compounding, so be sure to set up recurring investments (even if it’s just $10/week) to stay on track!