How do I open an account and start investing with Abbilon?
Simply click on “Start with a Free Plan” or “Let’s Get Started” on the home page and follow the wizard. Takes less than 3 minutes. The Wizard will take you through three simple steps to open an account so you can start investing with Abbilon:
Step 1: Create an Investment Plan. When you click on “Start with a Free Plan” or “Let’s Get Started” we will ask you a few brief questions that will help us get to know you and your financial goals (If you don't know the exact answer to a question, that's ok – simply use your best estimate – you can change it later). After the last question, we will present you with a recommended portfolio of stocks that we believe can best help you achieve your financial goals.
Step 2: Review Your Investment Plan. The investment plan page details what we would buy for you, the percentages we would buy it in, and the projected balance of your account based on certain assumptions (i.e., constant annual savings rate, income increases, and investment returns). Of course, we cannot guarantee investment results – your results may be significantly different. We show you projected performance to illustrate how much wealth you could build saving regularly and investing well. Take your time and explore this investment plan page.
Step 3: Open an Account. Once you're comfortable with your investment plan, click on "open an account." We will ask you a few more questions about your financial profile. Then we will ask you to link your bank account and fund your Abbilon account. Please be sure to read the Client Agreement and Form ADV Part II disclosures before submitting your account application.
Once your account is funded, we will begin implementing your investment plan.
How do I put money in my Abbilon account?
You will need to link you checking or savings account to your Abbilon account. To link your account, we will ask you for your account number and bank routing number. You can obtain both from the bottom of your bank account checks.
Is there a minimum amount required to open a Abbilon account?
No, you can start investing with any amount. But remember that the purpose for investing is to your achieve long term financial goals. Plus, investing in stocks involves risks, including temporary or permanent declines in account value. You should only invest money that you don’t expect to use in the short-term (i.e., less than two years).
How old must I be to open an Abbilon account?
You must be at least 18 years old to open an Abbilon account.