The Details

Read through the steps below to learn how easy it will be to create your online investment portfolio and begin your new relationship with RamseyInvesting.com...

Build Understanding

Step 1: Create your Profile.
Step 2:
Take the Risk Tolerance Questionnaire. You may then choose to have a free phone call with an Investment Advisor Representative to discuss your resulting Target Allocation and any questions that you may have.
Step 3: Enter your Investment Account information.
Step 4: Select your Investment Style from our three options…
  • Active,
  • Socially Responsible, and
  • Passive.
Step 5:
Sign our Program Agreement. You may then choose to have a free phone call with a Paraplanner to discuss how to proceed with your paperwork.

Implement Your Plan

Step 6:
Complete the relevant Account Paperwork. As a result, your account at Schwab will be set up, the assets you want us to manage will be transferred, and we will invest them in a way that we reasonably believe meets your Target Allocation and Investment Style selections. You may then choose to have a free phone call with a Paraplanner to discuss how to run your performance reports.

Ongoing Review

Step 7:
View your Portfolio. You will have 24/7 access to your personalized on-demand performance reporting on RamseyInvesting.com. Schwab will send you periodic trade confirmations, periodic account statements, and tax-related documents. We will work behind the scenes monitoring your portfolio, making tactical adjustments based on market, economic, or interest rate conditions. We will also rebalance your portfolio at least four times per year to keep it in line with your Target Allocation. Each year, you may choose to have an Annual Review phone call with an Investment Advisor Representative—at no extra charge—to review your portfolio's performance and talk about any changes in your situation.

You may also contact us at any time via email, telephone or through our Contact Us webpage!