Simple Setup

Simple Setup: 3 Easy Steps

1) Create a Profile

Creating a TJP profile is a private process specifically designed to help us meet your needs effectively.

2) Fund Your Account

Open an account online, fund your account and let us do the rest. We’ll rebalance, automatically reinvest your dividends, and manage your portfolio in a tax-efficient manner. We can even help you automate deposits.

3) Monitor

You’ll have 24/7 access to your account(s) so that you can monitor your progress.