Managed
Ideal for accountholders seeking a hands-off investing experience, the managed path offers professional portfolio management by a best-in-class RIA, with investments tailored to match the accountholder’s risk profile.
Self-directed
Providing a balance between managed and DIY, the self-directed path lets accountholders choose from a curated list of exchange-traded funds (ETFs) covering multiple asset classes.
Brokerage
Offering a hands-on, DIY approach, the brokerage path lets investment-savvy accountholders perform advanced research and trade across thousands of ETFs and stocks — including fractional trading.