Download the app from your respective app store (Apple or Google)
Set up your profile and create your username and password
Enter your referral code WEALTH
Sync your bank and create your brokerage account
Fund your account
You’re done!
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Disclosures: Let Bob Advisory, LLC (“Let Bob Advisory”) is a registered investment adviser with the Securities and Exchange Commission (“SEC”) Information provided on this website is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Let Bob Advisory is not affiliated with or endorsed by the Social Security Administration or any other government agency. A copy of Let Bob Advisory’s current written disclosure statement (“Form ADV Part 2A”) discussing its business operations, services, and fees is available on the SEC’s website at www.adviserinfo.sec.gov. Additional information is available in our Client Relationship Summary. Please click here .
Let Bob Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Let Bob Advisory’s website or incorporated herein and takes no responsibility therefor. If you would like to request the deletion of your account in the Let Bob Robo Advisor app, please click here.
What is a Robo-Advisor?
The term “Robo-Advisor” generally refers to an automated digital investment advisory program. It provides digital financial advice based on mathematical rules and/or algorithms.
Will my funds be protected?
When you open a brokerage account with Tradier Brokerage, Inc (a Securities Investor Protection Corporation (“SIPC”) member brokerage firm), SIPC protection helps address your risk of losing your securities and cash held by the firm if it fails or goes out of business. If a SIPC member brokerage firm fails, SIPC protects its customers against the loss of securities and cash deposited with the SIPC member firm for the purchase of securities. SIPC protection advances funds of up to $500,000 per customer (including a $250,000 limit for cash claims) to cover a shortfall in customer property.
