What is SmartVest?
SmartVest is our intelligent investment portfolio that adapts to your goals and risk profile.
How does SmartVest work?
SmartVest works by evaluating your investment needs and risk profile. The risk profile is defined based on your answers to a form created to determine users' risk tolerance. Based on your risk tolerance, SmartVest suggests a list of different ETFs that align with your goals.
Where do I see my SmartVest portfolio?
To see your SmartVest portfolio:
In your portfolio, scroll down and click on the SmartVest option.
Review your risk profile
You will see the list of assets and ETFs that have been selected for you according to your risk profile.
Start investing with SmartVest!
What are the benefits of using SmartVest?
SmartVest offers several benefits, including simplicity in investing, personalized portfolio recommendations, diversification, and expert guidance to optimize your investment strategy. It provides a straightforward investment approach, making it suitable for both novice and experienced investors.
Note: This product is still under development. You may invest in the suggested assets at your own risk.
Are there fees associated with SmartVest?
There are no commissions when using SmartVest. Other fees may apply. To invest in your personalized portfolio generated from your goals and with your risk tolerance, you must have cash available in your investment account.
Does investing with SmartVest involve risks?
Like any investment tool, there are inherent risks associated with investing through SmartVest. These risks include the potential loss of capital. However, SmartVest seeks to mitigate risks by adapting portfolios to individual risk profiles and objectives, providing transparency throughout the investment process.