Abundo INvestment Guide

New to investing? Follow along with this easy 6 step guide that will show you how to go from setting up an account to setting up your custom built low cost diversified portfolio.

Click on any of the steps below for access to quick instructional videos that will show you exactly what to do. 

Step 1

Create an account at your preferred custodian (Fidelity, Schwab, Ally, Vanguard, etc.)

 

Step 2

Transfer money or investments from another institution to your new account (only if you are transferring from another account)

 

Step 4

Sell the investments in your account (**if your account is not a tax advantaged retirement account like a Roth IRA, Traditional IRA, or Rollover IRA please consult your advisor before selling any investments)

Step 3

Set up a Monthly Deposit (only if you plan to keep saving into this account)

 

Step 5

Become a pro trader and purchase your new low cost diversified portfolio in minutes using our Investment Tool

 
 
 

Step 6

Rebalance every six months (don't worry, we got you though! Our investment tool has a built in rebalancing tracker and we will let you know when to rebalance)