Make progress on your financial goals.
A service of BCU Wealth Advisors, LLC
A self-service channel that puts you in control. Choose investments, connect with our team of advisors, and manage your portfolio on your time. Digital Wealth Management lets you:
Create an investment account.
Select investments from our
professionally managed account.
Actively manage your portfolio 24/7.
Easily enroll online
Answer a few brief questions to generate an investment model that you can then use to create and set up your account. While we handle ongoing allocations, you can view and manage your account at any time.
Get started today for an accessible, low-cost way to build a diversified portfolio.