FAQs about online investing

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Do I need to meet with anyone face-to-face?

While we like having our clients visit us, you don’t need to meet with an adviser face-to-face. Before your account is opened, one of our advisers will get in touch with you via telephone or video call to ensure we fully understand your needs and that the portfolio we recommend is the right one for you. Throughout the process, our client care associates are happy to help you if you need any assistance with getting started.

 

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