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.
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.
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.
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.
Make a plan
We’ll help identify your investing and retirement goals to make sure we build an investment plan that fits your needs.
Our advisors use our powerful, award-winning tools to provide you with deep insights to create a personalized, tax-optimized financial plan.