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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

0.8%per day
30 periods · 30 days
  • Principal returned at maturity
  • Withdraw returns as they post
  • Full charting access
  • 24/7 support
Min $100 Max $2,999
Choose Starter
Popular

Standard

1.1%per day
45 periods · 45 days
  • Principal returned at maturity
  • Withdraw returns as they post
  • Priority withdrawals
  • Dedicated account manager
Min $3,000 Max $24,999
Choose Standard

Growth

1.4%per day
60 periods · 60 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

1.6%per day
90 periods · 90 days
  • Principal returned at maturity
  • Custom mandate available
  • Institutional execution
  • Direct desk line
Min $100,000 Max $1,000,000
Choose Private

Advertised rates are targets, not guarantees. Capital placed in a plan is at risk and returns may be lower than shown, including a total loss of principal.