The first step is to open an account and fund your account, via a contribution, a rollover or transfer of funds. (If you already have an open and funded account, skip to the next step.)
Then, complete the Investment Direction Kit instructing Choice of the investment you would like to make.
Choice will then complete an administrative assessment to ensure the investment can be held on our platform. You will be notified once the assessment is complete. Please note that each investment’s procedures and forms may vary.
For questions and further assistance, please contact support.