How can I open a crypto portfolio?

In order to create a crypto portfolio, select “Add New” from the menu after logging in from a web browser. Or, on the mobile app, log in and click on "Add account” toward the bottom of the Home screen. Next, select “Invest in personalized crypto”.

From here, you’ll be able to choose a crypto portfolio and view the portfolio inception date, fee, and portfolio holdings before creating the account.

Currently, we only offer crypto portfolios for individual taxable accounts.