Get Started
1. Open your Custodial Account
1. Open your Custodial Account
1. Open your Custodial Account
Open your custodial account - Separately Managed Account (SMA) - with XoomFi Advisors as the fiduciary to invest your funds in XoomFi investment models
2. Create your Risk Profile
1. Open your Custodial Account
1. Open your Custodial Account
Fill out the Questionnaire in your online account to create your Risk Profile. We calculate your risk score based on your response to the risk questionnaire
3. Fund your Account
1. Open your Custodial Account
4. XoomFi will invest your funds in XoomFi Investment Models
Fund your investment account. Add or withdraw funds to meet your financial goals. There is no penalty for partial or complete withdrawals
4. XoomFi will invest your funds in XoomFi Investment Models
4. XoomFi will invest your funds in XoomFi Investment Models
4. XoomFi will invest your funds in XoomFi Investment Models
XoomFi will invest the funds in your custodial SMA account in XoomFi Investment Model(s) based on your Risk Score
5. Monitor & Track your Investments in XoomFi Dashboard
4. XoomFi will invest your funds in XoomFi Investment Models
5. Monitor & Track your Investments in XoomFi Dashboard
Monitor and track individual position and / or portfolio investments in real-time, run reports, compare your returns with indexes, funds, ETF's using our PortfolioAnalyst