WISE Certification Practice Test 2025 – All-in-One Guide to Master Your Certification!

Making a deposit is typically the first action when making a bank investment because it is the foundational step that enables you to begin your investment journey. Without capital in the form of a deposit, you cannot engage in any investment activities. Once funds are deposited into a bank account or investment product, you can then explore various investment opportunities, examine potential strategies, and consult financial advisors as necessary. This initial action sets the stage for all subsequent investment decisions and allows you to take advantage of different financial products offered by the bank.

While the other options, such as choosing an investment type or viewing fund performance, are important steps in the investment process, they can only occur after a deposit has been made. Likewise, consulting a financial advisor is a valuable consideration, but it typically comes after you have established your initial investment capital.