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Help Center
Frequently Asked Questions
Personal Finance 101
Investing
Finance Concepts
Saving
Frequently Asked Questions
Investments
Savings and Transfers
Administrative
Accounts
Sign-up
Advisors
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?
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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?
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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?
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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?
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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?
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Advisors
Can I change my advisor?
Are there additional fees with an advisor?
What are the benefits of working with an advisor?
