Open an Account
WealthShape creates all the necessary forms and provides them to you for safe, secure and efficient account opening at our independent third party custodian, TD Ameritrade Institutional. The account(s) belong to you and are available for viewing 24/7. WealthShape accommodates the following types of accounts:
Tax Deferred Retirement Accounts
Traditional IRA's, Roth IRA's, 401(k) Rollovers, Transfer IRA's, Simplified Employee Pension SEP IRA's
Taxable Investment Accounts
Individual, Joint, Trust, Corporate
We interact with you every step of the way and are always available for questions by calling 860-837-0303 or by messaging us here. Please begin by filling out the forms below.