Freedom to do what matters most
Our mission is to make investing easy and transparent, and while we are at it, save you time and money.
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You can invest in dozens of portfolios with just a $1,000 minimum.
Let us create a portfolio for you
Answer a few quick questions and we will create a low-cost, diversified portfolio customized for your
needs and risk tolerance. Our technology is always working for you, continuously monitoring and
rebalancing your portfolio.
Or choose to...
Pick from a wide variety of portfolios
We provide low-cost access to well-diversified portfolios using data from
industry-leading providers and our own investment team as well as a curated
selection of talented investment managers who have a mandate to pursue enhanced returns.
...and because we are part of Interactive Brokers Group you can trade on your own.
Self directed trading
Access the world's markets
Easily upgrade at anytime to an Interactive Brokers Universal Account to trade
on your own, stocks, options, futures, bonds and ETFs. Low commissions and
financing rates, and best price executions minimize your costs to help you seek
higher returns.
Convenience and care.
Your account is transparent to you and controlled by you. We oversee and provide unlimited support at all
times.
Low, fair fees.
You pay asset management fees of 0.08% to 1.5%, plus industry low trading commissions on your
investments.