Get set up in 10 minutes

  • Start today.
    Take the next steps toward your dream. Automated Investor will track your progress along the way.
  • Get flexibility.
    An alternative to a 529 account, Automated investor gives you the ability to cover education expenses not covered by traditional 529 accounts.
  • Education for everyone.
    Help cover education expenses for yourself as well as friends and family.
     

We’ll manage your investments.

We invest your money in low-fee Exchange Traded Funds (ETFs) that suit your goal1. We do all the work for you.

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1. Tell us about your goal.

We'll design your investment plan based on when you want to retire.

iPhone screen showing investment quiz

2. Take our risk quiz.

Answer three short questions about your comfort with risk.

iPhone screen showing market sim

3. Explore the possibilities.

Explore simulated investment scenarios and what you could potentially have over time. Keep in mind, this is hypothetical and your account value will change depending on market conditions. Returns are not guaranteed.

We know investing.

The strategies behind Automated Investor are based on more than 40 years of experience managing money for our customers. We do the hard work, so you don’t have to.

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

Annual fees are 0.24% of invested assets, billed quarterly.2 Pay no commission or fees on individual trades.

Help if you need it

Talk to a financial professional by phone at 866-758-8655.

Ready to get started?

Check it off your to-do list and know that you’re working toward retirement.

Keep in mind that all investing comes with risk, and that unlike savings accounts, investments are not FDIC-insured.

Frequently asked questions

Get answers to your Automated Investor questions. Start here or view all FAQ.

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