Open an Account

Thank you for choosing Eureka Wealth Solutions.

Once you submit the request to open an account, we will email you detailed instructions and documents to complete the process.

Overall, the process is simple and straight forward:

  • Review and sign our Investment Management Agreement
  • Fill-in a Risk Profile document so we get to know you better
  • Open a Folio Investing account and fund it

We look forward to helping you achieve you financial goals. We appreciate your trust in us and never take it for granted.

Thank you.


Eureka Wealth Solutions - Best Investment Advisors

Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

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