Account Set Up


Opening a Personal Investment Account

Ready to invest with us? 
Get started here.

It only takes a few moments to set up your account and start investing.

Step 1. Fill out our questionnaire so we know what kind of investor you are.
Step 2. You will be prompted to set up your 4Thought account, with custody by Folio Institutional.
Step 3. You are all set to start investing. Start funding your account and let 4Thought go to work for you. 


 

We are standing by to help you from 9:00am to 5:00pm EST. If you need any assistance please call 1 (516) 300-1617.

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Interested in our full suite of Wealth Management services?

Contact us here for a free consultation