Digital Wealth Management

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  1. Overview
  2. FAQs

Overview

Welcome to Digital Wealth Management, a self-service channel that allows you to develop an account, choose investments and actively manage your portfolio on an ongoing basis.

Easily enroll with our fully-automated application process. A brief questionnaire will help generate an investment model, then you can create and set up your account. While we handle ongoing allocations, you are able to view and manage your account at all times.

Unlike other digital programs, we also offer an assigned Financial Advisor that can assist you with any questions or problems you may have.

Get started today for an accessible, low-cost way to build a diversified portfolio.

Get Started!