INVEST

Open an INVEST account to help you save for your financial goals, retirement, education, and much more...

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30 articles in this collection
Written by MYRA Support

Single Stocks

Does MYRA trade individual stocks (e.g. TSLA)?
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Written by MYRA Support
Updated over a week ago

External Holdings

Does MYRA take my outside holdings, such as my 401k and existing large equity positions, into consideration when creating my portfolio?
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Written by MYRA Support
Updated over a week ago

Account Number

How do I find my MYRA Invest account number?
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Written by MYRA Support
Updated over a week ago

Performance Reporting

Where can I view the performance on my MYRA Invest accounts?
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Written by MYRA Support
Updated over a week ago

Custodian

Where is my money held?
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Written by MYRA Support
Updated over a week ago

Trade Confirmations

How do I access my trade confirmations?
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Written by MYRA Support
Updated over a week ago

Proxy Voting

How does MYRA vote proxies?
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Written by MYRA Support
Updated over a week ago

Portfolio Trading

When does MYRA buy or sell investments?
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Written by MYRA Support
Updated over a week ago

529 Plans

Does MYRA offer 529 plans?
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Written by MYRA Support
Updated over a week ago

UGMA/UTMA Custodial Accounts

Can I open a UGMA/UTMA custodial account with MYRA?
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Written by MYRA Support
Updated over a week ago

Spousal Consent

Do I need spousal consent to designate a non-spouse beneficiary?
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Written by MYRA Support
Updated over a week ago

Investment Prospectus

Where can I view an investment prospectus?
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Written by MYRA Support
Updated over a week ago

Risk Profile

How do I update my risk profile?
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Written by MYRA Support
Updated over a week ago

Bank fee refund template

Use this email template to get a refund on your bank fees
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Written by MYRA Support
Updated over a week ago
Account Opening

How does MYRA trade my account?

Learn about the actions that trigger a trade.
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Written by MYRA Support
Updated over a week ago

Who may open an INVEST account with MYRA?

Check if you're eligible for MYRA's investment management service.
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Written by MYRA Support
Updated over a week ago

Can I transfer securities directly into my INVEST account?

Learn how to move securities directly from outside investment accounts to your MYRA account.
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Written by MYRA Support
Updated over a week ago

What's a Trusted Contact for INVEST accounts?

Learn about this resource for MYRA to help protect your funds from fraud.
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Written by MYRA Support
Updated over a week ago

How to open an INVEST account?

Here's a step-by-step guide to open your INVEST account with MYRA.
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Written by MYRA Support
Updated over a week ago

Can my INVEST account application be denied or my account closed?

Learn about the cases when an INVEST account can be denied.
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Written by MYRA Support
Updated over a week ago

Is there a minimum balance to open (or maintain) an INVEST account?

Learn about MYRA's INVEST services.
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Written by MYRA Support
Updated over a week ago

Wire Instructions

To wire funds from your financial institution (e.g. bank account) to your MYRA Account (at TD Ameritrade)
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Written by MYRA Support
Updated over a week ago

How much should I invest with MYRA?

Get support on your cash-investment allocation.
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Written by MYRA Support
Updated over a week ago

Types of MYRA accounts

What types of INVEST accounts can I open at MYRA?
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Written by MYRA Support
Updated over a week ago

I live outside of the U.S. Can I open an INVEST account?

Investing from outside the U.S.
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Written by MYRA Support
Updated over a week ago

When will MYRA rebalance my portfolio?

MYRA rebalances your portfolio based on a time-based and threshold-based methodology
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Written by MYRA Support
Updated over a week ago