OPEN A NEW ACCOUNT

Thank you for choosing Mink Wealth Management!

“START HERE: Open an INSTITUTIONAL INTELLIGENT PORTFOLIOS® account”

Get started with ease

1. Answer a few straightforward questions to help determine your investor profile.

2. Complete the online account open and funding process (please allow up to 48 hours for the Patriot Act identification process).

3. We will reach out to you via email with further instructions.

Professional Guidance

– Don’t worry! You don’t have to go it alone!

– We’re there to guide you every step of the way!

– Work with experienced financial professionals.

– Plan for your financial future with Mink Wealth Management.

Accessibility and Control

– Experience the ease of modern investing.

– Access your account(s), no matter where you are, 24/7 – 365*.

– Transfer money to and from your bank or outside investment accounts by
simply logging in (no advisor needed).

Safety and security you expect

Learn more about SchwabSafe®.

We have chosen Schwab as the custodian for your account to help protect your assets and online information. During enrollment, you’ll be asked to open an account with Schwab. Simply follow the instructions to complete the account open process, and if you’re already a Schwab client you can use your existing account credentials to complete enrollment even faster.

 

> Register by clicking here.

*Dependent on mobile data or wi-fi access. In some venues or countries, firewalls could prevent you from accessing the site. Unexpected failures or interruptions in service could occur at any time.

Family Security Begins With Mink Wealth