Frequently Asked Questions
Is Demand Wealth a comprehensive investment solution?
Absolutely. Each of our portfolios is fully diversified and customized according to your specific situation and goals. Demand Wealth was created in order to meet all of your investment needs, including comprehensive financial planning.
What’s the best way for me to deposit or withdraw my money?
You can transfer up to $500,000/week to or from your bank account via Electronic Funds Transfer (EFT). If for any reason you need to update your bank connection, click on your initials in the top right corner of the client portal and select “Profile”. If you would like to process more than $500,000/week, please email firstname.lastname@example.org.
How do I deposit a check to my Demand Wealth account?
Once you’ve deposited a check at your bank, select “Transfer” from the main menu. On mobile, click the three horizontal lines (≡) at the top left of the screen to display the menu.
How do I withdraw money from my Demand Wealth account?
Select “Transfer” from the main menu. On mobile, click the three horizontal lines (≡) at the top left of the screen to display the menu. If you would like to fully liquidate your account, please email email@example.com. Important note: your portfolio value is displayed as of the previous day’s close, and may change with current day’s market fluctuation.
How long does it take to receive my withdrawal request?
You can expect to receive your funds in 5-7 business days.
Why do my account statements say that my investments are being held at TDAmeritrade?
In order to minimize the cost you pay and maximize your account’s protection, your funds are being custodied at TDAmeritrade. Click here to look over TDAmeritrade’s Account Protection protocol, and rest assured knowing that your portfolio is constantly being monitored by Demand Wealth Professionals.
How can I change my account information (e.g. beneficiaries, address, email, phone number)?
Some account information can be changed in your client portal. Click on your initials in the top right corner, and select “Profile”. In this section, you can update:• Bank Account Information (for transfers from Demand Wealth to your bank account) • Risk Tolerance (Questionnaire) – please be aware that updating your risk tolerance will change your portfolio allocation • Password For all other account information changes, please email firstname.lastname@example.org and one of our advisors will send you a secure digital form.
How can I set up Required Minimum Distributions? (RMD’s)
For clients age 72 and above, please email email@example.com and one of our advisors will send you a secure digital form.
Does Demand Wealth have a mobile app?
No, but not to worry! Our Demand Wealth client portal has been optimized for mobile use. Don’t forget to bookmark!
How does the billing process work?
Your fee will be deducted from your account at the beginning of each month. The first month is FREE! Your first fee deduction will be prorated for the remainder of the month after the initial free 30 day period.
I want to open a college savings account but don’t see 529 plan as an account option. Does Demand Wealth offer 529 plans?
Demand Wealth does offer 529 plans through TDAmeritrade. Click here to learn more and open a 529 plan.
What’s the difference between investment management and financial planning?
Please read this blog post for a simple explanation.
How do I make changes to my portfolio if my risk tolerance changes?
After logging onto your account, click on the three vertical dots (⋮) to the right of “Your Portfolio”. We recommend that you review this annually.
Does Demand Wealth have an account minimum?
Can I speak with an advisor?
All clients who pay for our premium Financial Planning services or schedule a Financial Consultation can speak with a Financial Advisor. We also have a skilled team of professionals ready to answer all of your questions via email.
What does it look like when I log in as a client?
Check out our step-by-step guide below!
What does it look like when I’m trying to set up a new account?
Check out our step-by-step guide below!
What if I have other questions?
The best way to reach one of our friendly advisors is to email firstname.lastname@example.org. Our hours of operation are 8:30am-4:30pm EST, and we pride ourselves on a quick turnaround time.