Create new Investor account

A valid email address. All emails from the system will be sent to this address. The email address is not made public and will only be used if you wish to receive a new password or wish to receive certain news or notifications by email.
Several special characters are allowed, including space, period (.), hyphen (-), apostrophe ('), underscore (_), and the @ sign.
Provide a password for the new account in both fields.
Policy Status Constraint
default Fail - Password length must be at least 8 characters. Password character length of at least 8 characters
default Fail - New role was added or existing password policy changed. Please update your password. Password must not contain the user's username.
default Fail - Password must contain at least 1 special character. Password must contain 1 special characters
default Fail - Password must contain at least 1 numeric character. Password must contain 1 numeric characters
default Fail - Password must contain at least 1 uppercase character. Password must contain 1 uppercase characters
Investor

I'm Pam Krueger from MoneyTrack on PBS. For two decades I've been educating investors to help them find the right financial advisors.

Now let's match you to the right advisor in 3 easy steps:

  • 1. Complete my short questionnaire - it only takes two minutes!

  • 2. Review your vetted advisor matches

  • 3. Ask your question via private message or request an introduction from your matched advisor... it's FREE.

Remember, we care about your privacy. You are the only one who can initiate the communication.

2 MIN: START NOW
What’s the approximate value of all of your investment accounts?
(We ask since some advisors have account minimums)
Great! Does that include assets held in Employer-Sponsored Retirement Plans such as 401(K) or IRA?
Most recent annual Income
Now, more about you. What is your name?

Basic html

  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type='1 A I'> <li> <dl> <dt> <dd> <h2 id='jump-*'> <h3 id> <h4 id> <h5 id> <h6 id>
  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
Nice to meet you! What’s your age?
This will help us evaluate your risk/retirement profile

Basic html

  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type='1 A I'> <li> <dl> <dt> <dd> <h2 id='jump-*'> <h3 id> <h4 id> <h5 id> <h6 id>
  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
5 digit code only (eg. 60038)
Great! How would you describe your outlook on the future?
Hopeful: Investing some of my money in stocks fits my profileBetter safe than sorry, I'd like to minimize my exposure to risky investments
Now what's your view on stock market ups and downs?
*Check all that apply
Excellent. Before we move on would you like to share your email so you won’t lose progress if you take a break?

Basic html

  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type='1 A I'> <li> <dl> <dt> <dd> <h2 id='jump-*'> <h3 id> <h4 id> <h5 id> <h6 id>
  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
Now let's figure out which type of advisor will work best with you.
I prefer my financial advisor to be
*This will limit results to only the chosen gender
How do you prefer to communicate?
*Check all that apply
How often do you expect to interact with your advisor?
On a scale from 1-5, What kind of interaction are you looking for?
1: Don’t bother me with any details - My financial advisor can take care of everything5: Bother me with all details - My opinion is important with all investment/ planning decisions
How quickly do I expect my advisor to respond to my questions or inquiries?
Drag and drop these investment items into the right bins.
1-time retirement report
Investments for tax efficiencies (Index, ETF's, etc)
Managing private or alternative investments
Socially responsible investing
Manage windfall from inheritance, business sale, or other events
Drag and drop these investment items into the right bins.
General financial planning
Creating retirement spending plan
Long-term care plan
Retirement income planning
Drag and drop these investment items into the right bins.
Financial planning after divorce or loss of spouse
Planning for child for special needs
Divorce planning
Drag and drop these investment items into the right bins.
Tax estate and legacy planning
Real Estate/Mortgage
Tax preparation
Trust/Trustee services
Managing 401k / employee stock options
How would you like to compensate your advisor?
How soon are you looking to hire a professional financial advisor?
You acknowledge receipt of Wealthramp’s ADV Part 2, Privacy Policy, Client Relationship Summary, and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Advisors and Wealthramp. Advisors' ADV Part 2 are provided when you View Results
Your privacy and our compliance with SEC referral rules are important to us. In order to view your matches, please check this box to acknowledge receipt of these required disclosures.