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Digital Advice™ combines a digital platform with traditional financial advisor guidance. You get the efficiency and simplicity of intelligent technology plus the advantages of one-to-one guidance from a financial advisor.
Our relationship with Raymond James, one of the nation’s leading brokerage firms, allows us to help you plan and manage your investments—from automated account opening and planning to professional advice as your needs grow.
Digital Advice™ is an advanced technology platform. We’ve done the work of analyzing the markets, selecting investments, and simplifying your options. All you have to do is answer a few questions to help determine your financial and personal goals and risk tolerance and we’ll do the rest.
We take the stress out of investing by helping you with goal setting, rebalancing, and diversifying your money. Plus, you can easily connect to a financial advisor whenever you have questions.
1. Answer a few questions about your goals, time frame, and risk tolerance.
2. Digital Advice™ will provide you with a recommended investment portfolio.
3. Open and sign your account documents and add at least $5,000 to your account.
Once you open your account, you'll have direct access to view account information. You can look at the overview or view account details to see how individual investments are performing.
It takes just 3 steps to start investing with Digital Advice™.