To create a SmartVest portfolio, first make sure that you already have an open investment account with Vest. In your portfolio, scroll down and click on the SmartVest option.
Complete the SmartVest questionnaire, which gathers information to understand your financial situation, investment goals, and risk tolerance.
Receive your SmartVest portfolio, consisting of a diversified selection of ETFs tailored to your profile and objectives.
Start investing with SmartVest!