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Account Opening Steps

1) Complete the New Account application below.

2) Your account application will be emailed to the email address that you provided for digital signature (via DocuSign).

3) Cobalt Wealth Management will complete the account setup. 

4) Once account is active, you will receive an account number, access to your new account online and access to your budget and planning software RightCapital.

5) Login and link external bank account to process regular deposits.

6) Process payment for new service: $12 per month or $120 per year. 

Account Powered by TD Ameritrade Institutional

Budgeting and Planning Software Provided