Yes, your advisor is a real person, so be nice! All of our advisors are appropriately licensed and excited to help you make the most of your money.

In addition to regulatory licenses (series 65 or 66), our advisors may carry some additional designations including enrollment to practice before the IRS, the CFA© charter, and/or the CFP© certification. Each advisor’s designations are listed on their profile, or can be found in brokercheck: https://brokercheck.finra.org/.

Yes!

We offer investment management and financial planning services. That means our core services are to help you plan for taxes, investment strategy, cash flow management, estate, education, etc. while also managing the investable assets you deposit.

Usually, yes. We will recommend a portfolio based on the information you provide to us, but if there is a specific investment or strategy you would like implemented please let your advisor know and they can discuss customizing your portfolio.

Deposits are initiated same-day but depending on your bank may execute on the next business day. Investment occurs once the deposit has cleared and during ordinary trading hours. Withdrawals may take approximately 4 business days as securities sales must settle before a distribution can be made.

Along the bottom bar of this page are hyperlinks to our disclosures. You can also find them by looking up Pattern on https://brokercheck.finra.org/.

We have a few options for you. You can message support in-app under your account settings, or simply message your advisor. You can also email team@patternfi.com.