Automated Portfolio Intro Period

Offer overview

A diversified portfolio service that recommends an allocation from stated goals, horizon and risk tolerance. Automatic deposits and rebalancing are included during the introductory period.

How it works

Fund expenses still apply. Investment values fluctuate and the standard management fee begins after the introductory period.

Before you apply

• Verify current pricing, eligibility and availability directly with the destination provider.
• Compare fees, rates, limits, exclusions and renewal terms with competing products.
• Keep a copy of the final product terms shown during application.