Frequently Asked Questions
Investments
- How do I change my portfolio?
- Do you reinvest dividends?
- What are ETFs?
- How do you calculate risk scores?
- How often do you rebalance portfolios?
- What should I know about risk levels?
- How long does it take to invest my funds?
- What is Farther’s relationship with BlackRock?
- How does Farther determine investment recommendations?
Savings and Transfers
- How does Farther allocate funds once they are on the Farther platform?
- What does it mean for my savings to be optimized?
- How do I make a one-time contribution?
- How do I fund my Farther account?
- How long does it take to receive my funds after I request a withdrawal?
- How does the cash transfer process work?
- How do I transfer a brokerage account to Farther?
- What should I know about distributions from my IRA?
- How do I transfer an IRA or 401(k) account to Farther?
- Can I change the type of IRA contribution I made?
- How do I withdraw funds?
- How do I transfer funds from Farther to another institution?
- What is Plaid?
- Can I transfer funds from one type of IRA to another?
Administrative
- What if I forgot my email address?
- How do I add a beneficiary to my accounts?
- How does Farther protect my account information?
- How do I change my personal profile information?
- When are statements available?
- How are fees assessed?
- How do I reset my password?
- Are my accounts insured?
- What are Farther’s fees?
Accounts
- What is a long-term savings fund?
- What is an emergency fund?
- What is the difference between taxable and tax-advantaged accounts?
- What types of accounts can I set up at Farther?
- How much should I keep in my emergency fund?
- What is an IRA?
- Why should I link my external accounts?
- What is a large purchase fund?
- What is the difference between a Roth and Traditional IRA?
Sign-up
- What information does Farther collect from me and why?
- What if I am or a family member is a current or former politically exposed person or public figure?
- Why do you need my social security number?
- How do I open a Farther account?
- What if I am or a family member is an employee of a brokerage firm?
- What are the citizenship requirements for Farther?
- What if I am or a family member is a 10%+ shareholder of a public company?