The Setup section allows you to complete your setup process to go live on Plutus. Please note that our account minimum to launch is $40k USD. Here is our updated list of domiciles that can link with Plutus. We support most account types, including US Retirement accounts.
Setup Questions
The current questions included in the questionnaire are listed below:
Which one of these looks right?
Maximize Long Term Growth
Balance Growth and Protection
Conservative
Do you already have an Interactive Brokers account?
I have an existing account I would like to link
Open an account (takes 5 minutes)
What's your name as it appears in your Interactive Brokers account?
What country is your account located in?
What type of account is it?
Taxable (any non-IRA account)
How much do you plan to invest with Plutus?
What is the size of your total investable portfolio?
New to Investing
Limited Experience
Experienced, including a market decline
Extensive experience across multiple market cycles
When might you need this money?
Under 2 years
2-5 years
5-10 years
More than 10 years
Review your plan
View and Sign Advisor Agreement
Confirm and Continue
Next Steps After Submission
Once your onboarding questionnaire is submitted we will send you a quick confirmation with final details ahead of launch. Please don't hesitate to reach out if you have any questions before, during, or after launch on Plutus.
Screenshot of our Setup Section which kicks off your setup process.
Plutus Waitlist
If we cannot support your account at this time, for example, if we do not support your market yet, this questionnaire acts as our waitlist. Please know that even if we cannot onboard you now, we will be in touch as soon as your market becomes available.