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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). To initiate a request, First go to your client portal, and then click on “Deposits and Transfers”. If you need to change your banking instructions, please email

How do I deposit a check to my Demand Wealth account?

Primarily, we utilize Electronic Funds Transfers (ETFs) via bank link from your checking account for deposits. However, In limited circumstances, we can deposit funds via check. Please email for more information.

How long does it take to receive my withdrawal request?

You can expect to receive your funds in your connected bank account within 3-5 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 “ My Profile” at the top of the screen. In this section, you can update: Contact Information, Passwords, Security Preferences, and Communication Preferences.

How can I set up Required Minimum Distributions? (RMD’s)

For clients age 72 and above, please email and one of our advisors will send you a secure digital form.

Does Demand Wealth have a mobile app?

We utilize TDAmeridtrades “AdvisorClient” mobile application. Click here to download.

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?

For 529 plan information, please email for more information.

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?

If your risk tolerance changes, please email so our advisors can properly determine any changes to your investments and/or allocations.

Does Demand Wealth have an account minimum?

All of our portfolios have a $10,000 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 if I have other questions?

The best way to reach one of our friendly advisors is to email Our hours of operation are 8:30am-4:30pm EST, and we pride ourselves on a quick turnaround time.

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