Financial Tools

Get a 360-degree view of your money. See all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

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Net worth

Net Worth

Get an accurate view of your net worth—what you have minus what you owe. Understanding this number can help you make smarter decisions about how to manage your money.
Budgeting

Budgeting

Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.
Cash Flow

Cash Flow

See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.
Retirement Planner

Retirement Planner

See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.
Fee Analyzer

Fee Analyzer

Analyze your holdings and see how hidden fees could impact your retirement savings over time.
Education Planner

Education Planner

We’ll help you estimate and plan how much you should be saving today to cover education costs down the road.

Track &
Manage
Your Money

All your accounts in one place

Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard.

Plan for retirement

Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.

Built-in investment intelligence

Compare your portfolio’s allocation to the recommended target allocation and see how well your investments are doing with Investment Checkup.

Uncover hidden fees

Is your portfolio working as hard as it could be? Our Fee Analyzer could save you thousands in expensive hidden mutual fund fees.

PC DashboardPC DashboardPC Dashboard

Security

Our highest priority is keeping your financial data safe and secure. We use multiple layers of security, in every component of our systems, to keep your accounts and your money safe, and your information private.

Our website’s encryption is rated A+ by the world-renowned Qualys SSL Labs, a stronger rating than most major banks or brokerages. We stay on top of security vulnerabilities and keep up-to-date with best practices.

1.

Link your accounts

Connect all of your external financial accounts (IRAs, 401ks, mortgages, loans, credit cards, checking, and savings) to get a comprehensive view of your money.

2.

Talk to an advisor

We’ll discuss your investing goals, risk tolerance, retirement, and planning for the big stuff like a new baby, starting a business, saving for college, or remodeling your home.

3.

Make a plan

We’ll help identify your investing and retirement goals to make sure we build an investment plan that fits your needs.

4.

Start investing

Our advisors use our powerful, award-winning tools to provide you with deep insights to create a personalized, tax-optimized financial plan.

$10+ Billion

Assets Under Management

As of 10/1/19

2+ Million

Planning Their Financial Lives

As of 10/1/19