Open a retirement account with Automated Investor.

  • Choose your account type.
    Set up a traditional, Roth or SEP IRA or taxable account. We'll help you understand the differences.

  • Track your retirement progress.
    See projections, alerts and tips to help you plan your future.

  • Already have a 401(k)?
    Consider opening an IRA as well and possibly lower your taxes, or call us to roll over your 401(k) from a previous job.1

We’ll manage your investments.

We invest your money in low-fee Exchange Traded Funds (ETFs) that suit your goal.2 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.

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2. Take our risk quiz.

Answer three short questions about your comfort with risk.

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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.3 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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