Limited time offer! Pay no advisory fees for your first year of Automated Investor.1

Open an IRA with a robo-advisor.

Open an IRA before July 15.

One of the easiest ways to save for retirement is to invest in an IRA that is managed and monitored for you. And, if you open an IRA before July 15 you may be able to take advantage of tax benefits.

Be confident with Automated Investor.

Get peace of mind as you work toward your retirement goals. Our robo-advisor keeps your investments on track and automatically makes adjustments, even if the market takes an unexpected turn.

How we keep you on track.
Opening an IRA with Automated Investor diversifies your investments by putting your money in a portfolio across a variety of categories customized to your situation and your risk preference. Then we monitor your investments daily and as the market changes, we’ll automatically buy and sell investments to help you stay on track to your goal – all for a low advisory fee.

Why invest?
Having investments in addition to savings can help your money keep up with inflation or even grow. Over the long term, investing may help to boost your potential earnings.

Live support when you need it
Whenever you have questions or want to check-in on your goal, call us to speak with one of our financial professionals. We’re here 24/7.

3 easy steps

How to open an IRA:

  1. Select Apply for an IRA and log in.
  2. Fill out your Automated Investor IRA application.
  3. Fund the account.

Apply for an IRA

Automated Investor is exclusively available to current customers.

Not a customer yet? We can help you get started quickly — just call 866-897-3929.

About your July 15 deadline

  • Each year there is a maximum you can contribute. If you open an IRA before July 15 you can count that contribution towards last year’s limit. Check your contribution limits.
  • If you open a Traditional IRA, eligible contributions made before July 15 can be deducted on your 2019 taxes.

Why should you open an IRA?

An IRA is an investment account that allows you to save for retirement.

Here’s why IRAs are great:

  • You won’t pay taxes on gains as long as the money stays in your IRA.
  • Investment gains are compounded year over year, which means you have the opportunity to earn more from the money that's reinvested.
  • With a traditional IRA you might qualify for annual tax deductions or with a Roth IRA you won’t pay taxes when you withdraw the money at retirement.

Apply for an IRA

Automated Investor is exclusively available to current customers.

Not a customer yet? We can help you get started quickly — just call 866-897-3929.

Common questions about IRAs

Insights

 

What is a robo-advisor?

Access videos explaining the methodology and easy process for investing with a robo-advisor.

Learn more

Easy investing explained in 37 seconds

We determine a mix of investments for you based on how comfortable you are with risk.

Watch video

Financial planning for singles

Living independently offers you freedom but may require extra planning for the inevitable bumps in the road.

Read article