How does the account opening process work?

The ETFmatic application process is divided in different parts. Please note that the better we know you the better we can tailor your portfolio to suit your personal needs. Therefore we will ask you to give us -beside the regulatory required disclosures - information about your investment preferences and your financial situation which is essential for us to build up your custom-made portfolio. Here are the steps you will be guided through when opening your account:

  1. First choose the currency. You can choose between a portfolio in EUR, GBP or USD.
  2. Then submit your contact details, starting with your name, address and finally your telephone number.
  3. Phone Verification: after keying in your telephone number, we will send you a SMS with a code which you have to insert in the marked field on our webpage. This is to secure the correctness of your data.
  4. Investment experience
  5. Financial Situation
  6. Final declaration

We will try to automatically verify your details. In case it fails we will contact you and ask you to send us a copy of your ID or driver’s license to verify your identity and as proof of your address a phone or utility bill or a bank statement with your address on it.

 

Open an account today: https://etfmatic.com/start-now

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