Getting Started with Webull Advisors

What does Webull Advisors do?

Webull Advisors is a robo-advisory service that provides automated and personalized investment solutions based on your individual risk tolerance and investment preferences. The platform offers a range of diversified portfolios, composed primarily of ETFs, tailored to your financial goals. Recommendations are generated through a risk assessment, and fees and risks are transparently disclosed.

What diversified portfolios are offered?

Webull Advisors offers the following portfolio options:

• Wealth Builder
• Sustainable
• Tax-Aware
• Dynamic – Alternatives
• Dynamic – Bitcoin

Fixed Income Portfolios:

• Ultra Short Yield Builder

For more information on the portfolios, click here.

How many Webull Advisors accounts can I have?

You can have up to two taxable advisor accounts, one in a diversified portfolio strategy and one in a fixed income portfolio strategy. For managed IRA accounts, you may have one managed Traditional IRA and one managed Roth IRA.

Can I switch between a diversified and fixed income strategy within the same account?

No. Diversified and fixed income strategies require separate suitability assessments due to differences in the evaluation process. If you are currently enrolled in a diversified strategy and would like to add or switch to a fixed income strategy, or vice versa, you will need to open a new advisor account.

How do I open a Webull Advisors account?

To open a Webull Advisors account, complete the required risk assessment on the Webull mobile app. Once this process is completed, your application will undergo a verification process. Applications are typically reviewed within 24 hours. This service is only available via the mobile app (not available on the lite or HD tablet versions).

Account Application

You can apply for an account only through the mobile app.

App:

1. Select Menu
2. Select Settings
3. Select Account Management
4. Scroll down to Open a New Account
5. Select Advisory Account

Who is eligible to open a Webull Advisors account?

To be eligible for a Webull Advisors account you must be a permanent resident of the United States and be at least 18 years of age. Additional eligibility requirements may apply.

What’s the minimum amount to invest?

The initial minimum investment and minimum balance required to open and maintain a Webull Advisors account is $100.