The Setup section is where you complete your setup to go live on Plutus. You'll find it at the top of the left menu, marked with the Interactive Brokers (IBKR) logo. Please note that our account minimum to launch is $40k USD. Here is our updated list of countries we support. We support most account types, including US Retirement accounts.
Setup has two steps:
Your info: your basic account details and a few questions about your investing goals and experience.
Brokerage: linking your existing Interactive Brokers account, or opening a new one.
You can see your progress at the top of the page, and switch between the two steps at any time.
Step 1: Your info
What is your investing goal?
Grow my wealth: focus on long term growth
A balanced approach: balance growth and stability
Protect and earn: prioritize income and preservation
How much would you like Plutus to manage? (minimum $40,000)
What is your total investment portfolio?
What is your investing experience?
New to investing
Limited experience
Experienced, including a market decline
Extensive experience across multiple market cycles
How long do you plan to invest?
Under 2 years
2 to 5 years
5 to 10 years
More than 10 years
What is your account name? Use your name exactly as it appears (or will appear) in your brokerage account.
Where is your account located? See the countries we support.
What type of account is this? Taxable or retirement. See the account types we support.
Your investment agreement: review and sign the Investment Advisory Agreement that matches your account type. You can open or download it as a PDF. Plutus's investment advice is provided by Namsoft Advisors LLC, a registered investment adviser (RIA), and signing this agreement is what makes us your advisor. Learn more about how Plutus is regulated.
Step 2: Brokerage
Connect your brokerage account to put your plan in motion. You'll first be asked: Do you have an Interactive Brokers account?
Yes, I have an account: link your existing account to Plutus.
No, I need a new account: open an account with Interactive Brokers.
If you're linking an existing account, Setup walks you through it:
Open the Client Portal: sign in to Interactive Brokers in a new tab, keeping Plutus open.
Link Plutus as your advisor: in IBKR Settings, open Manage Account Linking, choose to link to an advisor, and copy in the Advisor account ID and Advisor account title shown in Setup. Then submit the linking request.
Confirm you submitted the request: come back to Plutus and select I submitted the request.
Next Steps After Submission
Once you've completed both steps, we'll review your linking request and 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.