Automated Investing
No commissions. Fee-based advice.
Explore our investment solutions
Automated Investing
Open and fund your account with just a few clicks. Account minimum: $5,000.
Watch: Our risk management approach in action
Features
- Internet-based investing for specific goals: retirement, college, major purchase
- Globally diversified ETF (Exchange Trade Funds) portfolios based on your risk tolerance and time horizon
- Automated account transfers/withdrawals
- Fully digital account opening and servicing (open an account in just a few minutes)
- Account Manager access via email, phone or text (no dedicated advisor)
- No commissions. Account minimum: $5,000
*Annual fee: 0.65%. Fee will be billed monthly in arrears in 1/12 intervals and will be pulled from your investment account. As an example, the monthly fee is $0.54/per $1,000 invested.
Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and member SIPC, will provide custody, trading and support services for your account(s).
*The advisory fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the advisory fee. The fee is paid incrementally on a monthly basis in arrears, and debited from your account or another payment method indicated by you. The advisory fee does not include the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. Pricing is subject to change. For more information regarding the advisory fee and other costs associated with the program, please review our ADV Brochure.