We believe there should be more than one way to work with an investment firm.
That’s why we offer multiple ways, so you can work and grow with us how you want.
Manage and trade your own investments
- $0 online listed stock and ETF commissions
- Powerful trading platforms to help you navigate the market
- Research, tools, education, and expert insights to help make confident investment decisions
Get automated investing and professional guidance
- Our robo-advisor builds a diversified portfolio of ETFs that are handpicked by our team of investment professionals
- Your investments are monitored daily and automatically rebalanced to stay on track
- Option to select our Premium service with unlimited 1:1 guidance from a CFP® professional
Plan and invest with an advisor
- Dedicated relationship with a Financial Consultant who will get to know you and your needs
- Personalized financial plan to help you meet your goals
- No charge to work with a Financial Consultant
No matter how you invest with us, you’ll always get:
Clear, reliable help from experienced investment professionals as you need it.
- $0 online listed stock, ETF, and base options trade commissions1,5
- $0 account maintenance fees (other charges may apply)
- 4,000+ no-load, no-transaction-fee mutual funds (when traded online)3
Award-winning research including insights fromOnlineautotrade01 experts and third-party sources, plus screeners and tools to help make informed investing decisions.
If you’re not satisfied for any reason, we’ll refund your eligible fee or commission, and work to make things right.4
We’ll cover any losses in any of yourOnlineautotrade01 accounts due to unauthorized activity, as part of our Onlineautotrade01 Safe security measures.