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One Account. All Of Your Investment Needs

Fully Managed Account

Investing In Yourself Is This Easy

Invest any amount, any time

Add or withdraw funds when you want — to stay financially flexible.

Pick your comfort zone

Tell us your investing comfort zone and goals. This is about you.

Get a personalized portfolio

Invest in a mix of stock and bond ETFs picked for your portfolio.

Adjust your portfolio

Make your portfolio more or less aggressive if your preferences change.

Auto-invest

Set up recurring deposits to effortlessly build your balance.

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A PERSONALIZED PORTFOLIO, JUST FOR YOU

We'll help you choose from different investment strategies to support your goals.

ALLEN S., “THE ROCK”

Steady Income Portfolio

Allen seeks old-fashioned, consistent investment income with an all-bond ETF portfolio and minimal exposure to market fluctuation. He invests in our most conservative portfolio.

SUSAN R., “THE THINKER”

Conservative Portfolio

Susan seeks to protect her portfolio by investing mostly in bond ETFs, with only a small allocation to equity ETFs. She prefers higher liquidity and stability, with lower potential returns.

MARCUS A., “THE PROVIDER”

Moderately Conservative Portfolio

Marcus seeks to protect his portfolio by investing heavily in bond ETFs while seeking some growth through equity ETFs. His return potential is greater than Susan’s, but with the addition of increased risk.

SEAN L., “THE STRIVER”

Moderate Portfolio

Sean seeks growth while managing risk by investing in bond ETFs and equity ETFs fairly evenly. He may experience some volatility (likely less than the overall market).

Lana B., "The Doer"

Moderately Aggressive Portfolio

Lana takes on higher risk to seek higher potential long-term returns. Her portfolio is weighted more heavily to equity ETFs, but with some bond ETFs to help cushion against volatility.

VICTORIA M., “THE ADVENTURER”

Aggressive Portfolio

Victoria takes on substantial risk in an attempt to maximize returns investing heavily in equity ETFs, with only 20% of her portfolio in bond ETFs. She may endure volatility in pursuit of higher potential gains.

CASSANDRA B., “THE BOSS”

Equity Only Portfolio

Cassandra seeks higher gains by taking on higher potential risk by investing in equity ETFs only. She may endure the highest volatility in pursuit of the highest long-term potential gains.

  • Steady Income
  • Conservative
  • Moderately Conservative
  • Moderate
  • Moderately Aggressive
  • Aggressive
  • Equity Only
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