We’ll show you the difference between automated investing and self-directed investing so you can figure out which option is best for you.

In recent years, investing and managing investments is easier than ever, thanks to new digital options. These tools have also put investing within the reach of those who might not have considered it before. Large and small investors now have a variety of choices like:

Digital Options for Investing and Managing Portfolios

Automated Investment Platforms

An automated investment platform invests for you, using mathematical algorithms based on your preferences. This type of service works well for beginning investors or those who have a modest amount of money to invest. It’s also a good way for new investors to learn about the market and gain experience.

Our automated Digital Investor tool helps those interested in having technology choose a portfolio by matching market conditions to your goals, finances and risk tolerance. It even automatically rebalances your portfolio as the market changes. Just provide information about your goals, finance and risk tolerance, then relax while Digital Investor does the work for you.

Self-Directed Investment Platforms

Self-directed investors prefer to have direct control over their investments. In other words, they like watching market trends and prefer to choose for themselves which securities they’ll buy and sell.

Our self-directed Digital Investor account is the perfect match for those who like to be more hands-on in managing their portfolios. Choose from prebuilt security bundles or pick your own from over 5,000 carefully pre-selected investment options. 

If digital investing interests you, the type you choose should be based on your goals, finances, and experience, and how much time you have to devote to your investments.