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PERSONAL INVESTING ACCOUNTS FOR ANY FINANCIAL GOAL

The average brokerage account underperforms the S&P 500 index1. Why? Many investors forget to invest their cash, don’t reinvest dividends, and withdraw funds too early. Our personal investing accounts help you outsmart average.

Purpose is not a mere tagline or marketing campaign; it is a company’s fundamental reason for being – what it does every day to create value for its stakeholders. Purpose is not the sole pursuit of profits but the animating force for achieving them.” – Larry Fink’s annual letter to CEOs, 2019.

Tell us why you're investing


Align your account to any of your goals, like buying a house or saving for college.

Sync accounts to see the whole picture


Further fill out your goals by syncing your other accounts

Start making auto-deposits to hit your goal


Move closer to your goal by making regular automatic deposits

Invest for anything, keeping risk and taxes in mind.

Open multiple accounts for different needs.

-- Have as many personal investing accounts as you want for different goals. No additional fees for new accounts.

Select from multiple portfolio strategies for each goal.

-- Select from one of our four curated strategies, or create your own. All strategies can be customized to a desired risk level.

Use advanced investing strategies to keep taxes in check.

-- Unlike many traditional investment managers, we automate advanced tax-saving strategies, like asset location and tax loss harvesting.

Compare your Finance Current account to other accounts.

We provide the details of your holdings, so that you can see how our portfolio recommendation differs from assets you might hold elsewhere.

Sit back as we reinvest dividends and rebalance automatically.

All Finance Current accounts reinvest dividends automatically, which helps keep your portfolio on track through automated rebalancing..

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Investing for your goals and get personalized advice based on your needs.

We start with your goal the reason you’re investing. Then, we make various recommendations: risk level, amount to invest, and type of account.This type of personalized strategy is called “goal-based investing,” and research shows it improves outcomes by encouraging optimal behavior and more precise wealth management

No Hassle

Leaning on licensed experts and round-the-clock technology helps you get better returns, and our licensed financial experts are here if you need them.

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Get advice on your outside investments.

You can sync your outside accounts, such as other investments and bank accounts, to see if you’re losing money to high fees and uninvested cash.

WE'RE HERE FOR THE MOMENTS YOU HOPE FOR -- AND FOR THE ONES YOU MIGHT NOT EXPECT.

If you're planning for retirement: --- We’ll advise you on how much to save, what types of accounts to invest in, and an optimal risk level based on when you want to retire.
If you're planning to buy a home: --- We’ll create a slightly more conservative portfolio, given that this is a short to medium-term goal.
If the market goes down: --- We’re prepared, because our advice model factors in market downturns. We’ve also put guardrails in place to help prevent you from making decisions in the heat of the moment.
If you're not sure what to save for: --- We have a goal for that. Often you don’t have a specific reason to save but still want to grow your wealth over time. Allowing for flexibility, we’ll provide allocation guidance according to the number of years you want to stay invested..
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