Broker Check

What is Autopilot?

Autopilot is a goal-based program that puts you in control of opening your account, while still providing you with the experience and knowledge of a financial advisor. With this user-friendly program, you can pinpoint your risk comfort zone, build an investment plan that’s right for you, provide account information, e-sign required documents and open an account in just minutes. It also has a low account minimum of $5,000.

Get started today with these three easy steps:

Step One. Take the Riskalyze online risk questionnaire that will help us discover your risk tolerance. The questionnaire covers topics such as portfolio size, top financial goals and what you are willing to risk for potential gains. The program then matches your risk score to one of eight low-cost, actively managed, ETF portfolios.

Step Two. Provide account information and e-sign the required documents.

Step Three. Transfer the funds from your current investment account or bank account. When transferring an investment account, please have a digital copy of your latest statement.