Foundation Portfolio

Funding Center

Track your investment funding status

Funding Blocked
Funding cannot proceed until the issue below is resolved.
Blocked

Identity Verification Required

Your identity verification is incomplete. Please complete identity verification before funding can proceed.

Complete Identity Verification
Funding Methods
Choose how you want to fund additional investments

Gift Redemption

Funded by your gift code

Active

ACH Transfer

Direct bank transfer (2-3 days)

Debit Card

Instant funding (fees may apply)

Wire Transfer

Same-day funding for large amounts

Funding methods are unavailable until identity verification is complete

How Funding Works
1

Gift Value Verified

Your gift code amount is confirmed and reserved for your portfolio.

2

Account Setup

Your brokerage account is created with our partner custodian.

3

Investment Purchase

Your portfolio holdings are purchased according to the investment strategy.

4

Portfolio Active

Your investment is live and growing. Access statements and performance anytime.