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How it Works
4 easy steps to becoming an investor
Tell us about yourself
Answer some questions about your life and goals. An advisor will carefully consider your answers to create a personalized portfolio recommendation.
Open an account
A Sterltrationale Advisory Services advisor will open an account for you and familiarize you with the platform.
Fund your account
Move money instantly from your Sterlrationale deposit account. Or fund your portfolio with cash or an outside investment account.
Live your life
Be as hands-on as you want. Sterlrationale Invest automatically rebalances your portfolio to align with your risks and goals.