Onboarding Process

We will make sure your account is established quickly and assets transferred to your AWM account seamlessly.

  • Account Opening

    With our technology accounts can be opened same day.

  • Transfers

    Transfers can be initiated same day as well but typically asset transfers take 3-7 business days.

  • Funding

    Once transfer is complete, our team takes the time to walk you through creating a user ID/Password and an online/mobile tutorial.

  • Linking

    Linking your portfolio to outside bank accounts for any liquidity needs.

  • Mobile Access

    Access your accounts on the move.

  • Ongoing Maintenance

    Moving forward you will have ongoing access to AWM’s advisors as well as customer service provided by Interactive Brokers (our custodian).

“Most clients want high-tech, high-touch but they also want a go-to person they can trust who actively manages their finances”