Syncing external accounts to MyRoboAdviser™ is simple and easy. To sync an external account, log in from a web browser, scroll down on the home screen and click “Sync external accounts”. Enter your financial institution and follow the steps to link your account to MyRoboAdviser™. Why...
MyRoboAdviser™ has partnered with Betterment for Advisors as our technology platform to help deliver our services to you. Betterment recently redesigned their user interface, and the next time you log in, you will notice some changes. See below for a few tips that can help...
How to Rollover Your Old 401(k) to MyRoboAdviser™ Have you switched jobs recently or a while back and are wondering what to do with your old 401(k)? Worry no more and rollover your old 401(k) to a 3-Dimensional MyRoboAdviser portfolio! First and foremost there is No fee...
What is a Spousal IRA? Spousal IRA’s are an effective way to save for retirement if one of the two spouses is a stay at home parent or does not have earned income. A spousal IRA is simply an IRA that is owned by the non-working...
How MyRoboAdviser™ Calculates Your Performance Return: What is a Time-Weighted Return? Time-weighted rate of return is a measure of the compound rate of growth of a portfolio. It is often the preferred measure of a portfolio’s return over dollar-weighted return, because it eliminates the distorting effects on...
What is a Roth Conversion? A Roth conversion is the process when you convert your Traditional IRA to a Roth IRA. You generally will have to pay ordinary Income taxes on the amount that is being converted into a Roth IRA but doing so will allow...
When you open an account and set up a goal with My Robo Adviser™, a portfolio allocation is recommended to you based upon the personal goal that you established. Each portfolio, or model is comprised of up to 18 exchange-traded funds (ETFs). My Robo Adviser uses...