Get set up in 10 minutes

  • Opening an account is easy. 
    We’ll get your account set up, then monitor and make changes for you. 
  • Take it step-by-step. 
    Prepare for your next adventure by making regular contributions to help you achieve your goal.
  • Track your progress. 
    See projections, alerts and tips to help you plan your future.

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.

iPhone screen with goal setting options displayed

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.

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Frequently asked questions

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

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Disclosures
WI-125 AI Legal Agreements and Disclosures
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Footnote
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WI-001 Not-not-may: USBI or dual
WI-014 Logo: USI + USB
WI-130 AI Methology and assumptions
WI-114 Information provided represents
WI-131 AI Investment risks
WI-046 Investment Products New
WI-126 SEC Brokerage and investment services