Getting Started with Pantile Investments

Create Your Pantile Account

Begin your journey by setting up your secure Pantile Investments account. It's as simple as choosing a username and password. No investment accounts yet, just a central place to hold everything for now.

Takes less than 1 minute.

Create Account Now

The Initiation Call

Once you sign up for a Pantile account, we then schedule an Initiation Call with our Founder David Baines to discuss your investment goals, risk preferences, deposit or withdrawal requirements, fees, tax optimization strategies, and anything else you'd like to ensure you and Pantile are fully in-sync about your investment accounts.

Initiation Calls take about 1 hour, but we typically discuss as much as we need to.

Account Approvals, Funding, and/or Asset Transfers

The final step is to get your account ready for investment. This can be done by:

• Transferring an existing account from another institution.
• Funding a new account with an initial deposit.

Account approvals typically take 2-3 business days. Funding and account transfers typically take an additional 2-3 business days.

Our team or our Help Center can guide you through the secure and straightforward process for either option.