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New Account Set-Up - Invitation
Posted in Account on 2015-05-04

Step 1: Check your e-mail for an invitation

You will receive an invitation from to set-up an account linked to Hedgewise. Click the link in the e-mail to get started.

Step 2: Fill out your personal information

Most of the process is self-explanatory. You will create a username and password for your account and fill out a variety of required personal information. If you will be transferring assets from another brokerage, make sure you set-up the same account type in both places and that all of the information matches, like your name and social security number. For example, you would need to set-up a Roth IRA if you will be transferring assets from that type of account.

Continue through the process until you reach a section asking you for your Account Type.

Step 3: Account Type, Investment Objectives, and Trading Permissions

This section requires specific information to ensure that your account has the appropriate flexibility and trading permissions to allow Hedgewise to manage it. You can think of it as a confirmation that you understand the types of trading that we do.

Your account type will be "Margin", which gives us the ability to more quickly rebalance the account each month.

For your Investment Objectives, select Growth, Hedging, and Trading Profits.

In the section titled "Trading Permissions and Experiences", you will be mimicking the investment experience of Hedgewise as your advisor. Indicate your Investment Experience in Stocks and Options as >10 Years, >100 Trades Per Year, and Extensive Knowledge and select permission in the United States. For Complex ETFs or Leveraged Exchange Traded Products, select "Global" permission.

Step 4: Finish the account set-up

Finish the remaining steps as indicated. Account links are processed every Friday. Typically the first trades in your account will happen on the first trading day of the month after your account is funded.


This information does not constitute investment advice or an offer to invest or to provide management services and is subject to correction, completion and amendment without notice. Hedgewise makes no warranties and is not responsible for your use of this information or for any errors or inaccuracies resulting from your use. Hedgewise may recommend some of the investments mentioned in this article for use in its clients' portfolios. Past performance is no indicator or guarantee of future results. Investing involves risk, including the risk of loss. All performance data shown prior to the inception of each Hedgewise framework (Risk Parity in October 2014, Momentum in November 2016) is based on a hypothetical model and there is no guarantee that such performance could have been achieved in a live portfolio, which would have been affected by material factors including market liquidity, bid-ask spreads, intraday price fluctuations, instrument availability, and interest rates. Model performance data is based on publicly available index or asset price information and all dividend or coupon payments are included and assumed to be reinvested monthly. Hedgewise products have substantially different levels of volatility and exposure to separate risk factors, such as commodity prices and the use of leverage via derivatives, compared to traditional benchmarks like the S&P 500. Any comparisons to benchmarks are provided as a generic baseline for a long-term investment portfolio and do not suggest that Hedgewise products will exhibit similar characteristics. When live client data is shown, it includes all fees, commissions, and other expenses incurred during management. Only performance figures from the earliest live client accounts available or from a composite average of all client accounts are used. Other accounts managed by Hedgewise will have performed slightly differently than the numbers shown for a variety of reasons, though all accounts are managed according to the same underlying strategy model. Hedgewise relies on sophisticated algorithms which present technological risk, including data availability, system uptime and speed, coding errors, and reliance on third party vendors.

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