Investing
Grow your money with a plan, not a guess.
Managed portfolios for hands-off investing, or commission-free self-directed trading if you'd rather pick your own.
Managed portfolios for hands-off investing, or commission-free self-directed trading if you'd rather pick your own.
Tell us your goal and timeline — we build a diversified portfolio of low-cost funds and rebalance it automatically as markets move.
Conservative
30/70
stocks / bonds
Balanced
60/40
stocks / bonds
Growth
90/10
stocks / bonds
Prefer to pick your own stocks and ETFs? Trade commission-free with real-time pricing.
Stock trades
$0
Commission-free on U.S. listed stocks.
ETF trades
$0
No commission on any listed ETF.
Account minimum
$0
Start with any amount.
Basic Credit Heritage Trust Bank Tax-advantaged accounts for long-term investing, with the same managed-portfolio option available.