You can start investing with Easyvest in a few simple steps.
Opening an account is always one click away from anywhere on our website. Just click the "Invest Now" button to start opening your account.
We need to identify the risk that is right for you before building your personalized portfolio. You will therefore complete a risk assessment questionnaire to define your investor profile.
A recommended investment portfolio will be proposed to you based on your investor profile. Your Easyvalet will call you to review this recommendation, make potential adjustments, and validate it.
To comply with Belgian financial regulations, you will need to sign contracts to validate your account opening. Your Easyvalet will assist you through the reading and understanding of these documents.
Once you have decided how much you want to invest initially, you will be asked to transfer the money to your personal investment account via a standard wired transfer.
Once your account is funded and your portfolio is defined, Easyvest will ask you to confirm the trades and will then build your portfolio for you.
You access your portfolio from anywhere at any time via our secured website. You receive a monthly email with your portfolio status. Your Easyvalet is always there for you in case of question.
Overtime your portfolio may deviate from its initial investment objective. Easyvest monitors deviations continuously, alerts you if need be, and transmits the transactions for execution when a rebalancing is validated.
Over time you may want to add money to your portfolio. Every time you do, Easyvest will also rebalance your portfolio to re-align it with your investment objectives.
Easyvest is a brand of Easyvest SPRL, authorized and regulated by the Belgian Financial Services and Markets Authority, no. FSMA 114522 cA-cB, company number BE0631.809.696, as an agent in banking and investment services for Leleux Associated Brokers, and as a broker in insurances, with a registered office at Rue Gachard 59, 1050 Brussels, Belgium. Copyright 2018 Easyvest SPRL.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.
Got a question? Chat with an Easyvalet.