Whether you're just starting out or well on your way, Automated Investor can help you work toward your goals, such as growing your wealth, getting ready for a major purchase or investing for retirement. With automatic rebalancing and human help when you need it, you can stay on track and in control.
Investments selected by experts
Life gets busy. With Automated Investor, you choose your goal and we do the rest. Our investment experts create portfolios of low-fee(ETFs) across a range of global asset classes that align with your goal. At any time, you can adjust your goal if plans change.
Adjusts as markets change
Gain peace of mind knowing that your investment portfolio will be automatically rebalancedbased on market movements. Automated Investor continually monitors your account and makes adjustments whenever needed to help keep you on track.
Low minimum investment
You can start investing with Automated Investor with just a $1,000 minimum investment. are 0.24%, billed quarterly. That means that for every $1,000 invested you will pay $0.60 every three months (based on rate of $0.20 per month).
Compounding growth
Compound growth is when you earn money on the growth (or interest) you earned previously.makes your money grow faster because you have the opportunity to earn more from the money that's reinvested. Automated Investor aims to take advantage of this for you.
Choose your preferences. Begin investing in minutes.
To get started with Automated Investor, answer a few simple questions to tell us about your goals, investment preferences and time frame. We'll use this information to select a diversified mix of investments that fits your needs best.
Your portfolio is then put to work, automatically adjusting for market conditions and implementing tax-efficient strategies, such astax loss harvesting ,with the objective to maximize returns, minimize risk and help you save on taxes.