01
Schedule for Initial Consultation
Avest Idea offers various consultation formats to suit your preferences, including phone calls, online meetings, and face-to-face meetings either at our office or other convenient location for the clients.
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Avest Idea is offering a free consultation to all of our clients, providing a personalized introduction to investment opportunities of the services that Avest Idea offers tailored to meet the clients' financial goals.
02
Data Privacy Agreement
A Data Privacy Agreement is essential for Avest Idea's clients as it ensures the protection of their personal and financial information. This agreement outlines how client data is collected, used, stored, and safeguarded, providing transparency and building trust. By prioritizing data privacy, Avest Idea ensures that sensitive client information remains confidential and secure, minimizing risks of unauthorized access or data breaches. This commitment to privacy is vital in maintaining the integrity of client relationships and fostering a secure investment environment.
03
Opening a Brokerage Account
After signing the Data Privacy Agreement between the client and Avest Idea, we facilitate the opening of a brokerage account, allowing clients to invest in the U.S. stock and bond markets under their own names.
Avest Idea grants clients full control over their brokerage accounts and will not access or use account data without the client’s explicit consent.
For security, Avest Idea ensures that all brokerage accounts are opened through legally compliant institutions in the United States, providing clients with a safe and regulated investment environment.
The brokerage account opening process typically takes between 1 to 7 business days.
04
Money Transfer to the Brokerage Account
Once the brokerage account is successfully opened, clients can deposit funds and begin investing. The transfer of funds to the brokerage account may take 1 to 3 business days to process.
05
Service Agreement
A Service Agreement is crucial for clients of Avest Idea as it establishes a clear understanding of the scope of services provided, client rights, and responsibilities.
This agreement outlines the terms and conditions of the professional relationship, ensuring transparency and setting expectations.
It protects the client's interests by detailing key aspects such as fees, deliverables, and timelines, minimizing the risk of misunderstandings or disputes.
Furthermore, a well-structured Service Agreement ensures that both parties are aligned, fostering trust and a smoother, more efficient collaboration throughout the investment process.
06
Regular Meeting for the Consultation Service
Regular meetings for the Consultation Service are tailored to the client's needs and the specific services they purchase.
These meetings provide ongoing support, allowing clients to receive personalized advice, track progress, and adjust their investment strategies.
The frequency and format of these sessions depend on the service package chosen, ensuring that each client receives the appropriate level of attention and guidance to meet their financial goals.