Manzil Invest U.S. typically allows clients to manage multiple investment objectives (e.g., a general investment account and a retirement account) under a single user profile. To comply with SEC "Know Your Client" (KYC) and suitability rules, adding a new account often requires specifying the goal and time horizon for that specific "bucket" of money.
Step-by-Step Guide
1. Log In to the Dashboard
Navigate to app.manzil.us or open the Manzil Invest mobile app. Ensure you are on the main dashboard where your current portfolio is visible.
2. Locate & click the "Add Account" feature
Depending on the current version of the interface, look for one of the following distinct options:
- "Open New Account": Often found in the account settings menu or at the bottom of the account list.
- "+" Symbol: Prominently displayed near your current portfolio summary.
3. Select Account Type
You will be presented with options for the type of account you wish to open. Common options for U.S. investors include:
- Non- Registered Account
- Roth IRA
- Basket Account
- Rollover Account
4. Complete the Suitability Assessment (Compliance Requirement depending on whether or not it was completed previously).
5. Review & confirm details