The first step is to create an account and complete the funding of the account, via a contribution, a rollover or transfer of funds. From there, complete an Investment Direction Kit instructing Choice by KT of the investment you would like to make. Choice by KT will then complete an administrative assessment to ensure the investment can be held on our platform. You will be notified once the assessment is complete. Please note each investment’s procedures and forms vary slightly. For questions and further assistance, please contact support.