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Investing

Investment accounts for every kind of investor

A professionally managed portfolio, or the freedom to choose your own investments — with transparent pricing and no hidden commissions.

Open an investment account Compare account types

Minimum for managed portfolios

$10K

To open self-directed

Any amount

Commission on stocks & ETFs

Managed Portfolios

Our investment team builds and manages a diversified portfolio matched to your goals and risk tolerance.

MinimumFrom $10,000

Fee0.25% – 0.75% a year

Self-Directed Brokerage

Trade stocks, ETFs, mutual funds and bonds yourself through our online brokerage platform.

MinimumAny amount

Fee$0 per trade

Example fees. Fund costs also apply.

Ways to invest

Investment accounts built for your goals

Managed portfolios

A diversified, professionally managed portfolio matched to your time horizon.

Self-directed brokerage

Choose your own stocks, ETFs, mutual funds and bonds.

ESG investing

Invest in companies with strong environmental, social and governance practices.

Dividend income portfolios

Target steady income through dividend-paying stocks and bond ladders.

Traditional & Roth IRAs

Tax-advantaged accounts for retirement, invested the way you choose.

SEP IRAs

Tax-advantaged retirement accounts built for the self-employed.

Before you invest

Is investing right for you?

Have an emergency fund

Keep three to six months of essential costs in an easy-access savings account first.

Pay off expensive debt

Clear credit cards and other high-interest borrowing before you invest.

Think long term

Plan to invest for at least five years so you have time to ride out ups and downs.

Understand the risks

Investments can fall as well as rise, and you may get back less than you put in.

How it works

Start investing in three steps

Step 1
Complete a risk profile
A short questionnaire covering your goals, time horizon and comfort with risk.
Step 2
We build your portfolio
A diversified, low-cost portfolio using institutional-quality funds, or open a brokerage account yourself.
Step 3
Track and rebalance
Managed portfolios rebalance automatically. Review performance any time in the app.

Capital at risk. Investments are not bank deposits and are not insured. Their value can go down as well as up, and you may get back less than you invest. Past performance is not a reliable guide to future returns.

FAQs

Your questions answered

Managed portfolios start at $10,000. Self-directed brokerage accounts can be opened with any amount.

Managed portfolios charge an annual fee of 0.25% to 1.00% depending on account size, plus fund costs. Self-directed stock and ETF trades are commission-free.

Yes. We accept in-kind transfers from most brokerage firms. It typically takes 5–10 business days and can usually be done without selling your positions.

Traditional IRA contributions may be tax-deductible now, with withdrawals taxed in retirement. Roth IRA contributions are made after tax, and qualifying withdrawals are tax-free.

Yes. You can sell some or all of your investments at any time. It usually takes 3 to 5 business days for the money to reach your account.

Ready to start investing?

Talk to our team about the right account for you.

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