Plutus connects you with professional model portfolios from top research providers, automating the rebalances needed to keep your investments aligned with your strategy.
Here's what happens step by step:
Provide Initial Information → Complete our Onboarding Questionnaire to confirm your eligibility and a Risk Assessment to help us understand your risk tolerance and investment goals.
Connect Broker → Plutus links securely to your Interactive Brokers (IBKR) account. As an SEC registered investment advisor, this gives us viewing access and the ability to place trades. Your money always stays in your account, and Plutus never takes custody.
Launch Account → Plutus scans the model portfolio, compares it with your account, and generates the exact trades needed to match it.
Automated Rebalancing → Whenever a Provider adds or removes positions in one of your portfolios, Plutus automatically mirrors the changes so you stay aligned.
Update Strategy → Select and allocate across our diverse selection of portfolios. You can build a personalized strategy aligned with your financial goals and risk profile.
To get started, access our Onboarding Flow under the Profile section.
Excited to welcome you onto Plutus!
Example of your account setup steps below under Profile.
