How do I open a Redwood investment account?

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Thank you for your interest in the Redwood Fund! You can sign up from our Redwood website by clicking "Get Started" 

 

If you already have a checking & savings account with us and would like to open an Investment account, please follow the steps below: 

 

1. Sign In to your account on the website.

2. Open a second tab with the our homepage. You will notice the "My Account" button in the top-right corner indicating you are already signed in.

3. From here, click the "Investing" tab

4. You’ll be taken to our Redwood Fund home page.

5. Scroll down to click “Invest Now,” select the account type you want to open and enter your email address.

6. You’ll go through an application process where you’ll enter in your initial investment and any optional recurring investment. You’ll also have the option of linking your checking or savings account.

7. On the final page you’ll review the information you’ve entered, along with some tax information.

8. Once you’re ready to open your investment account, click Invest!

 

Please note: If you step away from your application you can resume any time from a banner in the app or on the web.

 

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