How to sign up for Portfolio Management

George -

SigFig Managed accounts can be set up completely from the app itself! The process only takes a few minutes. 

To do so, start on your Managed tab that you can find in the bottom right hand corner of your overview screen.

 

 

If this is your first Managed account, you can use the "Get Started Now" in the bottom right corner. Or, if you already have a managed account, please click on the + sign in the upper left. 

 

After this, you can select the account you would like managed. 

When you tap a bank account, it will ask if you would like SigFig to manage the entire account or just a portion of the funds in the account. Tap "All" or "Just a Portion" to continue.

 

From here, it will walk you through the steps of setting a risk profile and gather some necessary information from you so we can generate paperwork that can be signed directly on the app. Follow the flow from here and answer all of the questions to the best of your ability. 

If you run into any problems along the way, please feel free to email us at premier-support@sigfig.com

 

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