3 Steps to Open an Account

Step 1 – Get to know your financial concerns and goals

In order to provide you with the best advice, our first step is to listen to your current  financial situation, concerns, family structure and your future financial goals. If you cannot visit us at our office right away, please feel free to talk to us.  
 

Step 2 – Advice from your financial planning professional 　　　　　　　    

Based on the first meeting, our investment advisor will explain the wealth management  strategy that is right for you. It is important for you to understand your investment choices before you start investing.
 

Step 3 – Open an account and transfer your funds

Upon receiving your account opening forms and identification documents, we will open an account for you.  Afterwords, we will advise you on transfering to your newly opened account. 
　　　　　　　　

Start Investing

After you open your account and start your investment, you can check your account status with DS Online, our secured login site, and account statements sent by e-mail or mail, whichever you prefer. Also, you have a chance to meet our investment advisors at least once a year to review your investment and  adjust your wealth management approach to your lifestyle change.

 

Please contact us if you would like to open an account with us.

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