Get Started

Get Started with
Etesian SPARK

Etesian SPARK offers a broad range of accounts including; Individual and Joint taxable accounts, ROTH, Traditional and Rollover IRA’s, and Custodial or Trust accounts. No matter what your goals are; whether you are saving for retirement, college, or even just a dream vacation, Etesian SPARK can help you navigate the terrain and determine the best account to suite your needs. Through the process of opening the account and with the guidance or our financial professionals, you will be well on your way to a more secure financial future.

Get Started with SPARK

FOLLOW THESE EASY STEPS TO BEGIN:

1. Click on the Get Started button to the right.

2. Once on that page, you will be guided through a few quick questions to establish your risk tolerance. Followed by which type of account you would like to open. If you have any questions about which type of account to open, please ask your Etesian SPARK representative before selecting an account.

SPARK Step 2

3. Next, you will be asked to select your portfolio. Your portfolio choices will be limited to 3 based on the answers you gave on the questionnaire, however, your advisor has the final authority to move you into any of the 10 portfolio choices after you have completed the sign up process.

SPARK Step 3

4. Finally, you will be directed to the Charles Schwab account page. If you don’t already have an account with Charles Schwab you will need to open one. The entire process of opening and funding your Etesian SPARK account is a paperless experience. Clients sign all agreements electronically during the account opening process and in the future. Clients must have a valid email address and a PDF reader.

SPARK Step 4

Please feel free to contact us with any questions you may have along the way. We are happy to help!

info@etesianspark.com
(503) 387-3615