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Welcome! We're thrilled to have you join the Savvly community. Setting up your account is super straightforward, and we're here to guide you every step of the way. Let's embark on this journey together.
Begin your journey by clicking “Let’s get started”. If you've previously started the process, select “Continue where you dropped off” to resume.
We request your email to keep you informed about your account and important updates. Your phone number is essential for verifying your identity and ensuring account security. Creating a strong password helps protect your personal information.
To confirm it's really you, we'll send a 6-digit code via text to the phone number provided. Enter this code to verify your number. This step is crucial for safeguarding your account against unauthorized access.
Check your email for a verification code and enter it here. This ensures we can communicate important information to you securely.
Providing your legal first and last name helps us comply with financial regulations and ensures accurate identification.
Your residential address is required for identity verification and to determine eligibility for certain financial services. Rest assured, your information is kept confidential and secure.
To comply with U.S. financial regulations, we need to confirm your status as a U.S. citizen, Green Card holder, or visa holder. This information is used solely for regulatory purposes.
We ask for your Social Security Number (SSN) and Date of Birth to verify your identity, as required by federal law. This helps prevent identity theft and ensures the security of your account. Your SSN is encrypted and stored securely, never shared or sold.
Knowing your employment status helps us understand your financial situation and comply with regulatory requirements. This information remains confidential.
We collect details about your funding source, estimated net worth, and annual household income to better understand your financial profile. This ensures we provide services that suit your financial needs.
Share your investment objectives and time horizon. This helps us tailor our services to align with your financial goals and risk tolerance.
You'll be asked a few questions to comply with financial regulations, such as whether you're a senior political figure or affiliated with a broker-dealer. These questions are standard and help us maintain compliance. For most people, the answer is “none of the above.”
Review and accept Savvly’s terms and disclosures. This step formalizes our relationship and ensures transparency.
Decide how much you'd like to contribute, how often (monthly, bi-monthly, or one-time), and when. Starting with as little as $100, you have the flexibility to adjust your contributions anytime.
Securely link your bank account using Plaid for instant verification, or opt for manual verification via small deposits. This connection allows for seamless contributions to your Savvly account.
Review your contribution details, including amount, frequency, and source account. Once confirmed, your contributions will be scheduled accordingly.
Congratulations! Your Savvly account is active, and your first contribution is on its way. You'll see your funds reflected in your account on the next business day after your scheduled contribution date. Access your dashboard to manage your plan and monitor your progress.
We're here to assist you. If you have any questions or need support, reach out through your dashboard or email us at support@savvly.com.
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