Step 01 of 06

Open an INVESTMENT MANAGEMENT account.

WE MANAGE YOUR INVESTMENTS: The account type you choose determines how your returns are taxed and what we can do for you. It can’t be changed later, but you can open more than one.

01 Account type Now

02 Identity & KYC ~1 min

03 Goals & risk ~1 min

04 Portfolio ~1 min

05 Review & sign ~1 min

06 Funding ~1 min

● Required · select one

Taxable · General Investing

Standard brokerage account in your name. No contribution limits.

Shared account for two account holders. Both owners have full access.

Custodial · UGMA / UTMA

Invest on behalf of a minor. Assets transfer to them at adulthood.

Retirement · Tax-Advantaged

Traditional IRA

Traditional IRA

Pre-tax contributions. Pay taxes on withdrawal in retirement.

After-tax contributions. Qualified withdrawals are tax-free.

Roll over funds from a former employer’s 401(k) or 403(b).

Custodial Roth IRA

Custodial Roth IRA

Roth IRA for a minor with earned income. Managed by a parent or guardian.

Start a Transfer

Transfer a Taxable Account

Move an existing brokerage account to CleverAlpha. In-kind or liquidated.

Transfer an IRA

Move an existing IRA from another institution to CleverAlpha. Tax-free transfer.

Business · Entity Accounts

Trust

Trust

Revocable or irrevocable trust accounts. Requires trust documentation.

Contact us to open →

Retirement Plan

SEP IRA

Simplified Employee Pension for self-employed individuals or small businesses.

Contact us to open →

Business Entity

Business Entity

LLC, C-corp, S-corp, partnership, or sole proprietorship. Requires EIN and formation documents.

Contact us to open →