What is automatic rebalancing?

When the market changes, stocks, exchange-traded funds (ETFs)1 and other assets are bought and sold in order to reach a target investment allocation. This is called portfolio rebalancing. The goal of rebalancing your portfolio is to reduce volatility and help manage risk.

What is Automated Investor?

Automated Investor is a robo-advisor that combines our investing expertise with technology to automatically manage your investments. We also offer human help. Our financial professionals are just a phone call away.

Start investing with just $1,000.

Work toward your goal with a low minimum investment.

For every $1,000 you invest, pay only $0.20 a month in fees.

Annual fees are 0.24% of invested assets, billed quarterly.1 Pay no commission or fees on individual trades.

Get offline help with your automated investing.

Call 866-758-8655 to talk to a financial professional.