
What To Expect
Onboarding and Account Setup
- A member of our operations team will reach out to you and share the Investment Management Agreement and relevant paperwork for your signature (s)
- We’ll prepare the paperwork to open new accounts, transfer accounts to our advisory platform, transfer assets into accounts, deposit funds, etc. and share for your signature (s)
- Please allow up to 2 weeks for accounts to open
- MFA will also prepare the paperwork for the purchase of any alternative investments (if applicable)
Account Funding Timeline
- Check or Wire: 24-48 hours
- Linked Bank Account (ACH/EFT): 5-7 days
- Account/Asset Transfer: 2-4 weeks
- 401k Rollover: 2-4 weeks
Account Access / Investment Management Portals
- Once your accounts are set up, you will be provided with the login instructions for the following portals:
- Custodian Portals
- Charles Schwab (https://client.schwab.com/Login)
- Fidelity (https://www.fidelity.com)
- MFA Investment Management Portal
- Orion (https://login.orionadvisor.com)
Ongoing Service
- You will have 24/7 access to your accounts through the above portals
- Your advisor will schedule regular portfolio review meetings with you
- You can reach out to your advisor with any questions or concerns
- For clients who will have alternative investments (private assets) in their portfolio:
- You will receive various tax forms (e.g. 1099s, K-1s) for tax reporting purposes depending on the investment. Some of the tax forms might be issued after the normal tax filing deadline, so please consult with your tax accountant as you might need to file for an extension for your tax filing.
- Depending on the alternative investment type, the funding timeline might differ from what is mentioned above under “Funding Timeline”.
- Please refer to the offering documents of related investments for more information.