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Monorail Portfolio Update

Inspire Portfolios

Monorail Portfolio Update: Inspire Portfolios Only

Monorail now offers Inspire portfolios only for customers selecting a portfolio.

What happened to the Patriot portfolios?

The Patriot portfolio is no longer available for new selections. Customers who currently have an existing Patriot portfolio can continue investing with that portfolio as long as they keep it.

What happens if a customer leaves the Patriot portfolio?

If a customer liquidates their Patriot portfolio or selects a different Inspire portfolio, they will no longer be able to select the Patriot portfolio again. Once they move out of Patriot, they must choose from the available Inspire portfolios.

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