Client Onboarding Journey
Frequently Ask Questions
You will initially need to open a trading account with a financial broker and complete the KYC/identity verification process. Second, choose a plan or portfolio. RMS will then bring you on board, monitor your investments in line with the plan you have selected, and give you access to performance dashboards and reports.
Investors would usually need to provide:
- Compliant government-issued identification (passport, national ID card, etc.)
- Documentation of address (e.g., bank statement or utility bill)
- Bank account details for holding and releasing funds
- Any additional financial or tax information required by law or regulation
Onboarding will usually take a couple of business days, depending on how quickly the documents are vetted and compliance verified. Upon approval, RMS can begin trading on your behalf according to your selected plan.
There is no hard-and-fast minimum capital to join in on—you can start off with an initial investment to earn trust and confidence. However, investors must qualify, e.g., have qualifying investing age and no regulatory disqualifications.
There is no hard-and-fast minimum capital to join in on—you can start off with an initial investment to earn trust and confidence. However, investors must qualify, e.g., have qualifying investing age and no regulatory disqualifications.
To create an account, click the “Get Started” button, fill out the registration form with your personal details, and submit. You will receive a confirmation email to verify your account.
You can fund your account using supported payment methods, including bank transfer, credit/debit cards, or other approved financial channels. All transactions are secured with advanced encryption.
Yes. RMS Fund uses AI-driven portfolio management combined with risk management protocols, ensuring secure handling of your investments and data.
Once your account is verified and funded, you can start investing immediately. Most verification processes are completed within 24–48 hours.
Yes. You can update personal information and account settings through your RMS Fund account dashboard. Some changes may require identity verification.
For any assistance, you can contact RMS Fund support via email at support@rms.fund or through the contact form on the website.
Get Started With RMS — Easy AI‑Driven Investment Onboarding
Getting started with RMS’s AI‑powered investment management is simple and secure. Our onboarding process is designed to help you begin your risk‑optimized investment journey quickly — whether you’re a first‑time investor or an experienced capital manager. With RMS, you’ll connect your existing brokerage account, define your risk preferences, and let our advanced machine learning and behavioral analytics strategies begin optimizing your portfolio for consistent, long‑term results.Step 1 — Create Your RMS Account
Start by entering your basic information to create your RMS account. We’ll guide you through a secure signup process that protects your privacy and data. Once your account is verified, you’ll have access to your own dashboard with real‑time insights and performance tracking.
Step 2 — Connect Your Brokerage
RMS doesn’t require a new brokerage — you connect your existing licensed brokerage account with us. Simply provide the necessary access permissions so we can manage your funds using our AI‑enhanced trading strategies. Your account remains under your control and monitored through your brokerage’s platform.
Step 3 — Set Your Risk Preferences
Tell us your risk tolerance — from conservative preservation‑focused to growth‑oriented strategies. RMS tailors its risk management and portfolio optimization accordingly so your investments align with your financial goals.
Step 4 — Begin AI‑Driven Management
Once onboarding is complete, RMS’s AI and behavioral finance models go to work. You’ll benefit from continuous real‑time market monitoring, data‑driven allocation adjustments, and automated risk controls designed to protect your capital and pursue consistent returns.
