Open an account

Open Investment Accounts Online or with an Advisor

Now you have the freedom to invest your way—anytime, anywhere—with our guided wealth portfolio service. It combines the convenience of online investing with the guidance of a wealth advisor.

  • Intuitive, intelligent technology—Our online platform is designed with the end user in mind. View your portfolio accounts, open new accounts and make updates, anytime you want.
  • Professional guidance—Unlike many digital investing solutions, our guided wealth portfolios are fully supported by a team of personal financial advisors. If you have a question or need help, we’re a quick call away.
  • Personalized roadmap—You’ll receive an investment allocation and roadmap based on your goals, time horizon and risk preferences. Your portfolio is monitored daily and rebalanced as needed.
  • Cost-effective wealth management—You don’t need to be wealthy to get started. Open your portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing and tax-loss harvesting.
FAQ section
Frequently Asked Questions: 

What is a guided wealth portfolio?
A guided wealth portfolio is an online platform that combines the benefits of a personal financial advisor with the convenience of automated investing technology.
How much money do I need to get started?
The minimum initial investment is $5,000.

To open the account, please, enter the following code on the website: QBBR


Sign up for a guided wealth portfolio and start investing today!