I setup my account for Auto Investing. How do I know if the account is setup properly?
I setup my account for Auto Investing. How do I know if the account is setup properly?
Written by Zach Richheimer
Updated over a week ago
Congratulations on getting started with p2p investing!
You will know your account is properly setup once the following steps are completed:
You have read and agreed to the Advisory Agreement here
You have valid billing information on file here
Your linked marketplace account has an assigned strategy