MyRoboAdviser™ | How To
200
archive,category,category-how-to,category-200,cookies-not-set,ajax_fade,page_not_loaded,,qode-child-theme-ver-1.0.0,qode-theme-ver-7.7,wpb-js-composer js-comp-ver-4.12,vc_responsive

How To

11 Dec Betterment Cash Reserve

MyRoboAdviser™ has partnered with Betterment for Advisors as our technology platform and custodian to provide our services to our clients. Earlier in 2019, Betterment launched “Cash Reserve” which serves as an online savings acccount. The checking account version recently came out as well. The new...

Read More

21 May What is Goals-Based Investing?

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 return or “beating the market”. The process requires investor involvement because you determine your desired tangible outcome and then...

Read More

18 Sep Two-Factor Authentication

What is Two-Factor Authentication? Two-Factor Authentication is an added level of security to protect your account from theft. With this additional level of security, you’ll be required to enter a unique verification code either from a mobile authenticator application, such as Authy or Google Authenticator, or...

Read More