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Managed portfolios

Investment plans

Fixed-term plans with returns that accrue per period and post to your statement as they're earned.

Starter

1.5%per day
5 periods · 5 days
  • Principal returned at maturity
  • Withdraw returns as they post
  • Full charting access
  • 24/7 support
Min $300 Max $2,999
Choose Starter
Popular

Standard

2%per day
5 periods · 5 days
  • Principal returned at maturity
  • Withdraw returns as they post
  • Priority withdrawals
  • Dedicated account manager
Min $3,000 Max $24,999
Choose Standard

Growth

3%per day
14 periods · 14 days
  • Principal returned at maturity
  • Withdraw returns as they post
  • Reduced spreads
  • Quarterly strategy review
Min $25,000 Max $99,999
Choose Growth
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Private

5%per day
90 periods · 90 days
  • Principal returned at maturity
  • Custom mandate available
  • Institutional execution
  • Direct desk line
Min $100,000 Max $500,000
Choose Private