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How long does it take from when I open an account until my first investment gets funded?

Posted on: December 10, 2019

The entire process typically takes 3-4 weeks.

The turnaround time is largely dependent on the firm currently holding your funds. Some institutions are quicker than others in responding to transfer/rollover requests.

If you are transferring funds from an existing IRA, you can speed up the process by requesting a wire instead of a check. This will eliminate mail time and check clearing time, shortening the process to 2-3 weeks.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.