FAQ
- Help me understand how your fees and costs might affect my investments? If I give you $1000 to invest, how much will go to fees and costs, and how much will be invested for me?
- Can I add the same Goal more than once?
- What happens to my existing investment account balance when I add a goal?
- What happens to my Goals when I add money to my investment account?
- How do I withdraw from a Goal?
- How do I rebalance my Goals?
- How do I remove a Goal?
- How do I add a Goal?
- Does the risk level of my investment account impact my Goals?
- How many goals can I have at once?
- What happens to my Goals when I withdraw money from my investment account?
- Are goals held in a separate account?
- How do I fund a Goal?
- How do I close a Goal?
- How do I update an existing Goal?
- How do Goals work?
- Are price quotes real-time?
- What is a stock?
- How many stocks or ETFs can I follow?
- Will I receive push notifications about stocks I follow?
- Can I unfollow a stock or ETF once it is in my watchlist?
- What is the National Best Bid and Offer (NBBO)?
- What is an ETF?
- How many assets are available to follow and research?
- What does “view all” bring me to?
- How do I find new companies or assets to follow?
- What is a watchlist?
- What happens to my Auto Invest if I don't have enough money in my bank account?
- What happens if the Auto Invest transfer date falls on a holiday or weekend?
- Is there a minimum requirement for Auto Invest?