OptiFiSMyour investing

You can begin investing with just $5,000:

Automated investing. Total financial insight. All for a low Advisory fee.

When it comes to achieving goals, you’re unstoppable. Shouldn’t your investments work that way too? OptiFi is the digital advisor that works constantly to make the most of your investments, while bringing your total financial picture into view. For example, a $5,000 investment would only cost about $25 a year—all for just a 0.50% Annual Advisory Fee.

See how OptiFi can help you achieve your investment goals.

automated asset allocation

Stay on track with automatic asset allocation.

You’ve got goals to reach, and OptiFi is always working to help you get there, using real-time data to automatically rebalance your portfolio.

360 financial view

See the big picture with a 360° financial view.

How are your investments doing, and how will they impact other areas of your financial life? With OptiFi, it’s easy see. You can track your progress anytime, and you’re able to consolidate all of your financial accounts in one place.

dedicated support

Feel confident with dedicated support.

With OptiFi you’re in control, but you’re never alone. Our dedicated support team is here to answer your questions.

It’s easy to get started. 

  1. First, we’ll ask a few questions about your goals.
  2. Next, you’ll select a suggested strategy and tell us how much
    to invest.
  3. Then, OptiFi gets going, working round-the-clock to make the
    most of your money.


Note: This example is not representative of any investment class or specific security.
Actual returns and principal values will vary. 

Your goals await. OptiFi can help you reach them: