Become A Client

Opening an investment management account with Successful Portfolios is a straightforward process.

If you already have a Schwab or Interactive Brokers account, complete an electronic verification that links your existing account to Successful Portfolios as your advisor.

If you have an existing account at Schwab, we email you a DocuSign requesting linking. If you have an existing Interactive Brokers account, here are instructions on how to link it.

If you need to open an account, we can help you complete a new account application in an online meeting or at our office – it takes about 10 minutes. 

You can jump-start the process by opening an account online at Schwab (here) or Interactive Brokers (here).

We aim to make your onboarding process quick, easy, and transparent.

Our partnership with best-in-class brokerage and custody platforms helps safeguard our client’s accounts. Your assets are always held in a separate account under your name, ensuring their safety and security.

Ready to get started? Call or text at (727) 744-3614. We look forward to hearing from you!

View Our Online Special Offer. Available for a limited time only.