Portfolio Plus

Invest Your Way

We each have a unique perspective to apply to our financial lives. Our Portfolio Plus feature gives you more control over your investments, and allows you to invest in areas that you believe in. You can add or remove 32 investment types at the allocation of your choosing. Avoid wash sales that conflict with investment accounts you may hold elsewhere by removing that asset class from your portfolio or choose a certain sector you believe in like companies in the robotics and artificial intelligence industries or companies dedicated to helping deliver or increase the quality of water.


Invest and Chill

We'll monitor your portfolio with you.