What types of accounts does WiseBanyan offer?

Currently we have the ability to open the following account types for U.S residents:
  • Personal Investment Account (Individual): Taxable, and owned by one person
  • Individual Retirement Accounts (IRA)
  • Traditional
  • Roth
  • SEP
To establish yourself as a WiseBanyan client, you will first need to open a Personal Investment Account. Once that account is fully active you can then add any of the IRA account types to your profile. 
 
If you would like to see us offer another account type in the future, please email us at support@wisebanayan.com and let us know 
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