ZenTrading Go®
Let us handle the investing so you don't have to. Ease into investing with our robo advisor.
Get startedEase into investing with our robo advisor
Professional money management made simple, affordable, and accessible to everyone.
A digital financial service
With our robo advisor, answer a few questions and we'll build a strategy to meet your needs.
Professional management of your money
We monitor the markets and automatically rebalance the portfolio to keep you on track.
Affordable investing
No advisory fee for balances under $25,000, 0.35% advisory fee for balances of $25,000+.
Having your money managed shouldn't cost a lot
Choose the plan that fits your investment goals and budget.
Starter Plan
No advisory fees under $25,000
- ✓Professional portfolio management
- ✓Automatic rebalancing
- ✓Tax-loss harvesting
- ✓No minimum to open account
Standard Plan
Annual fee for balances of $25,000+
- ✓Everything in Starter Plan
- ✓Unlimited 1-on-1 coaching calls
- ✓Advanced tax optimization
- ✓Priority customer support
Investment options tailored to your goals
Core portfolio
Stocks & BondsA diversified mix of low-cost index funds designed to match your risk tolerance and time horizon.
Socially responsible investing
ESG FocusedInvest in companies that align with your values while maintaining diversification.
Target date funds
Age-BasedAutomatically adjusts your asset allocation as you approach your target retirement date.
Why choose ZenTrading Go®
Automatic rebalancing
We'll automatically adjust your portfolio to maintain your target allocation.
Tax-loss harvesting
Potentially reduce your tax bill by selling investments at a loss to offset gains.
24/7 monitoring
Our algorithms continuously monitor market conditions and your portfolio performance.
Low-cost investing
Access to institutional-quality investments with low expense ratios.
Ready to start investing?
Answer a few questions about your goals and risk tolerance, and we'll build a personalized portfolio for you.
Questions about robo investing?
Our team is here to help you understand how automated investing can work for you.