Describes the process of becoming a client with ALCUS Financial.

1. Becoming a Client
3 Simple Steps

2. Step 1: Get Organized
The first step is to get organized by having the ability
to see all of your financial accounts in one place. To
do this, we use BlueleafⓇ
, our online account
aggregation system.
It simplifies tracking all of your financial accounts for
both you and me in an understandable format.

3. Step 1: Get Organized
● See all your accounts in one, secure place. Achieve your goals faster
by seeing how all your accounts work together.
● Complete transparency into every single account and investment. See
what you’re actually invested in.
● Accounts are updated automatically and securely daily.
To learn more about BlueleafⓇ
, check out this short video: http://www.
blueleaf.com/demo-video-client-tour/
To get started, sign up here to receive your email invitation: Get Organized!

4. Step 2: Risk Number
Next, we capture your Risk Number using cutting
edge technology, powered by RiskalyzeⓇ
, that
identifies your acceptable levels of risk and reward
with unparalleled accuracy.
Using this tool, I ensure that your portfolio aligns with
your investment goals and expectations.

5. Step 2: Risk Number
● Capture Your Risk Number - Simply answer a short online
questionnaire. This is your sleep number for investing.
● Align Your Portfolio - I’ll match investments with you Risk Number
to create a portfolio that aligns with your comfort level.
● Project Your Financial Roadmap - This will show you how your new
portfolio will increase your probability of success for meeting your
financial goals.
To learn more, check out this short video:https://vimeo.com/116455505
To get started, click here: What's Your Risk Number?

6. Step 3: Come Aboard
Finally, we get you on board the quickest and easiest
way possible. Using DocusignⓇ
, the Global Standard
for Digital Transaction Management, the account
opening process is paperless, allowing for a quick,
secure, and seamless completion of the client
onboarding process.

7. Step 3: Come Aboard
● All required account paperwork is emailed to you
through the secure Docusign system.
● You complete and sign the documents digitally.
● Paperwork is sent back to me and our custodian, TD
Ameritrade, for processing.
To learn more about DocusignⓇ
, check out this short
video: Docusign: How It Works

8. Summary
● This process was set up to be quick and simple to use.
● It is 100% secure and paperless.
● Finally, the technology is professional grade and is
updated constantly to ensure you are getting the best
client experience that is available today.