We are implementing the following exciting changes:
- Refreshed design: we rebuilt the interface based on Member feedback with the goal of making it simpler to use and easier to make decisions
- Added control: you will be able to update your responses to your goal, time horizon, and comfort with risk to receive a new recommendation for this account, so as your circumstances change your portfolio can change along the way
- New portfolio themes: we are committed to providing Members with diverse options to align with their preferences, so we are introducing portfolio themes:
- Classic: balanced, low-cost mix of stock and bond ETFs
- Classic with Alternatives: adds alternative assets and strategies like real estate and private markets to the Classic mix
- Sustainable investing: assets from companies with favorable environmental, social, and governance practices
- Advisory fee: beginning with this transition we will charge a competitive advisory fee of 0.25% per year, which will be charged monthly based on your average balances for the preceding month