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Simple & Powerful Dashboard

Investing should be simple and straight forward. With the big banks you get a cluttered, complicated website. That's why we designed our dashboard from the ground up to be clean, friendly and intuitive. After logging in you're presented with a quick glance of your portfolios, but quickly realize its easy to start a transfer, a new goal, or reach out to your portfolio advisor.

Built for Easy


  Secured with 256-bit encryption
  Create Ongoing and Onetime Transfers
  Create and Edit Goals
  View Portfolio Holdings
  View Performance History
  View Transactions
  And More...

Portfolio

Mutual Fund companies keep you in the dark about your portfolio holdings by making you dig through prospectus before seeing what's in your portfolio and that changes over time. View your portfolio at a glance including all of the holdings with up to date pricing information.

Planning & Goals

Easily create goals and plan for your financial future with the Goals page.


  Be notified when you will reach your goals on schedule
  Watch as you reach your Goal with each deposit
  Get Advice from one of our Advisors
  And more...
Portfolio
The portfolio holdings in your account can be viewed any day in the past, giving you complete visibility.
Performance
View day to day performance in the blink of an eye and see just how well your investments are doing.
Settings & Statements
We believe to keep you happy, you'd like to change a few things. Notifications alone has over 14 different options.

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