When you open and account and set up a goal with My Robo Adviser™, you have the option of adding beneficiaries to each of your accounts.
Why designate beneficiaries?
If you have...
When you set up a personal goal at My Robo Adviser™, you are provided with a portfolio recommendation designed to help you reach your unique investment goal. The recommendation will...
What is portfolio rebalancing?
Over time, the value of individual ETFs in a diversified portfolio move up and down, drifting away from their target weights. For example, over the long term,...
How to Turn on Tax Loss Harvesting Tool at My Robo Adviser™
Tax Loss Harvesting (TLH) can help improve the annual returns in a taxable account by automating an advanced tax-saving...
Goals-Based Investing With My Robo Adviser™
Goals-based investing is a more “client-centric” process that is focused on measuring progress towards your goals rather than a focus on generating the highest possible...
How to Establish a Trust Account
Setting up a Trust account is quick and can be done entirely online. Clients can have both a personal account and multiple trust accounts that...
