PLANNING & ADVICEHow we can work together
Building for the future starts with a plan and an investment strategy to help bring that plan to life. No matter how you want to invest or what you're trying to achieve, we offer a number of ways to work together.
Digital Advice
Professional investment management with the convenience of digital technology.
ZenTrading Go®
Digital investing plus access to coaching
Professional, affordable money management with automatic rebalancing to keep your strategy on track, plus access to coaching when your balance reaches $25,000.
ZenTrading Managed Portfolios
Professionally managed stock portfolios
Customized portfolios of individual stocks managed by a team of professionals, with tax-smart investing techniques built in.
Access to a team of advisors
Work with a dedicated team of financial advisors who understand your goals.
ZenTrading Advisory Services Team
An advisory team focused on you and your portfolio
Access a team of advisors, by phone or video, who will partner with you to help keep your investment strategy aligned with your goals through portfolio management, annual reviews, and tax-smart investing techniques.
Dedicated advisor with supporting team
Comprehensive wealth management for high-net-worth individuals and families.
ZenTrading® Wealth Management
Work with a dedicated advisor
Customized planning and investment management, designed for your full financial picture, led by your dedicated ZenTrading advisor with support from a team of specialists.
ZenTrading® Private Wealth Management
Work with an advisor-led team
Comprehensive planning, advice, and investment management, delivered by your own dedicated wealth management team. Your team may also coordinate with your outside advisors, such as accountants or attorneys.
Additional ways to plan and invest
Make progress with our planning tools and investment options designed for every investor.
ZenTrading DIY
Build your own portfolio
Use ZenTrading's online suite of planning tools to help you select from a range of investment options, including mutual funds, ETFs, and individual securities.
ZenTrading® Freedom Funds
A simple approach for retirement
A single fund for retirement investors whose mix of stocks and bonds becomes more conservative over time as the target date approaches. All you have to do is choose a target date closest to the year you think you'll retire.
Need help choosing?
Answer 4 questions to help us learn more about some of your financial needs. We'll use your answers to help you compare the managed account services we offer.
Quantitative Approach
Data-driven investment decisions backed by advanced algorithms and market analysis.
Institutional-Grade Security
Your investments are protected with bank-level security and regulatory compliance.
Transparent Pricing
Clear, competitive pricing with no hidden fees or surprise charges.
24/7 Support
Round-the-clock customer support and account monitoring for your peace of mind.