The questions we hear most from people opening an account, grouped by topic.
Assets are held with independent third-party custodians in your name, separate from Renvant's own operating funds. You can request a custodial statement directly from the custodian at any time.
A government-issued ID, proof of address, and basic information about your income and investment goals. Verification is usually completed within one business day.
Minimums vary by account type and are shown once you're signed in. Self-directed accounts generally have the lowest entry point.
Plan structures and fees are shown inside your account after you sign in, since terms can vary by account type and are confirmed individually before you fund anything.
No. All investing carries risk, including the risk of loss. Nothing on this site is a projection or promise of performance. See our risk disclosures for more detail.
No. Every fee is disclosed before you fund an account and confirmed again in your account agreement.
Self-directed and advised accounts settle on a standard schedule with no lock-up period. Private client mandates may include a notice period, set out in your agreement.
Yes. Data is encrypted in transit and at rest, and account access is protected by multi-factor authentication.
Because assets are held with independent custodians rather than by Renvant directly, your holdings remain identifiable in your name and are not part of Renvant's own assets.
If your question isn't covered here, reach out directly and our team will get back to you within one business day.
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