With the rapid development of internet technology, more and more investment products and services are moving online, which brings great convenience to investors. Filling out investment application forms online has become a trend. Compared with traditional paper application forms, online application forms have many advantages such as being fast, free, secure, and environmentally friendly. This article will focus on introducing several convenient ways to submit investment application forms online for free.
Official websites of investment platforms provide online application services
Many well-known investment platforms and financial institutions now allow users to complete account opening and submit investment applications online through their official websites. For example, users can open a brokerage account and apply for stock trading permissions on interactive broker’s website without having to mail any documents. Robinhood, Webull, E*TRADE all have similar online application functions. For most mutual fund companies like Vanguard and Fidelity, investors can also open new accounts and purchase funds online easily. The identity verification process is simple and fast by uploading ID photos or video recordings.
Third-party investment apps offer quick application experiences
In addition to official websites, some third-party investment platforms and apps also provide smooth online application experiences. For instance, M1 Finance allows investors to fill out application forms and get approved within minutes to start investing. On some robo-advisor platforms such as Betterment and Wealthfront, opening a new account and submitting investment applications can be done in a few clicks. These apps simplify the application process significantly by integrating electronic signature and automated verification technologies, saving investors’ time and effort.
Customizable online application form builders are flexible tools
For investment companies or independent financial advisors, using online application form builders to create customized forms can be very helpful. Platforms like Typeform, Wufoo, Jotform allow users to easily build application forms with drag-and-drop editors and various useful features. The forms can then be embedded on websites or sent out via links. This gives flexibility in collecting investor information online while saving printing and mailing costs. Advanced form builders enable setting up conditional logic, notifications and allow integration with CRM tools.
Tips for submitting investment applications online securely
While online application brings convenience, security should still be valued. Here are some useful tips to keep in mind: use strong and unique passwords; enable two-factor authentication if available; check for SSL encryption on websites; research credibility of unfamiliar platforms; avoid public WIFI when inputting sensitive information; save and print confirmation pages for record keeping. Also regularly check notifications from your investment accounts regarding money transfers or changes to personal info.
In conclusion, with the technological advancement, submitting investment applications online has become very convenient through official websites, third-party apps and customizable form builders. However, it is important for investors to protect their information security when applying online.