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Build your wealth with automated investing

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Automated Investing 90% stocks
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  • Best overall robo advisor
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Investing made easy

Award-winning technology meets decades of investor know-how
to help your money grow for the long run.

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Technology powered by human expertise.

We're always working to help grow your money—maximizing returns, minimizing taxes, and handling all the busywork. Every decision is guided by real experts focused on helping you build wealth over the long term.

  • Automated investing

    We manage all the trading, rebalancing, reinvesting, and tax management for you, moves that make a big difference over decades.

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  • Personalized platform

    We build an investing portfolio around what you want to accomplish, whether that’s retirement or simply building wealth.

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  • Diversified portfolios

    Your money is invested across global markets and asset classes, a better way to build wealth through market cycles.


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  • Expert-managed

    Our in-house Investing Team regularly monitors, analyzes, and updates portfolios to help strengthen your investments.


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Over the last 10 years, our Core portfolio’s average annual return has been 10% after fees.

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Investing that fits your needs.

Accounts built for retirement and more.

Traditional IRA, Roth IRA, SEP IRA, 401(k) rollover, and Solo 401(k).

Investment accounts summary

Make your retirement more tax-efficient.

Open both an IRA and a taxable investing account, and we’ll coordinate them to help minimize tax liabilities and better grow your retirement savings.

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Invest with our globally
diversified, expert-built
portfolios.

Explore portfolio options

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Enroll and earn
up to $1,500

Open any individual investing account
(including an IRA) and make a deposit to 
earn up to $1,500 on us. The more you invest,
the more you can earn.
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Investing that can help lower your taxes.

Nearly 70% of customers using tax-loss harvesting covered their taxable advisory fees through estimated tax savings. 


  • Pay for a wedding

  • Save for education

  • Buy a home

  • Build wealth

Trusted to do what's right for your money.

As a fiduciary, we're legally bound to put your interests first when you invest.
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    Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
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Ready to put automated investing to work for you?

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