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Enroll and earn up to $1,500

Open any individual investing account (including an IRA) and make a deposit to earn up to $1,500 on us. The more you invest, the more you can earn.

Boost your savings up to 3.90% APY (variable) through January 15, 2026. New customers only. Terms apply.
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Results for the long term
Since its launch, our Core portfolio has delivered over 9% composite annual time-weighted returns after fees. Learn more

Investing made easy

Award-winning technology meets decades of investor know-how
to help your money grow for the long run.

Here’s how you can earn up to $1,500:

Deposit or roll over at least $2,500 into any individual investing accounts (including Roth and traditional IRAs) to earn $100.
Increase your rewards with higher deposits, up to a total of $1,500. You can make multiple deposits from outside accounts to reach each reward amount.
Make deposits within 45 days to start earning your reward. You'll receive your reward on or around 45 days after you've enrolled in the offer.

Technology powered by human expertise.

We're always working to help grow your money—maximizing returns, minimizing taxes, and handling all the busywork. Every decision is guided by real experts focused on helping you build wealth over the long term.

Automated investing

We manage all the trading, rebalancing, reinvesting, and tax management for you, moves that make a big difference over decades.
Personalized platform

We build an investing portfolio around what you want to accomplish, whether that’s retirement or simply building wealth.
Diversified portfolio

Your money is invested across global markets and asset classes, a better way to build wealth through market cycles.
Expert-managed

Our in-house Investing Team regularly monitors, analyzes, and updates portfolios to help strengthen your investments.

Our Core Portfolio has delivered 9.0% in composite annual-time weighted returns after fees since its launch.

Read more reviews

As of 12/31/2024, and inception date 9/7/2011. Composite annual time-weighted returns: 12.7% over 1 year, 7.9% over 5 years, and 7.8% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Performance not guaranteed, investing involves risk.

Accounts built for retirement and more.

Traditional IRA, Roth IRA, SEP IRA, 401(k) rollover, and Solo 401(k).

Make your retirement more tax-efficient.

Open both an IRA and a taxable investing account, and we’ll coordinate them to help minimize tax liabilities and better grow your retirement savings.

Invest with our globally
diversified, expert-built
portfolios.

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