Broker Check

Online Investing

Invest for your future with our new online platform that combines access to one of our advisors and the transparency of an online investing platform.

We’ve made it easy for you to start investing online with Guided Wealth Portfolios* (GWP). With GWP you can:

  • Invest online with low-cost, low-minimum exchange-traded funds (ETFs)
  • Start investing with just $5,000**
  • Enjoy a personalized portfolio that’s monitored and rebalanced for you as markets move
  • Access to a wealth advisor
  • Track your investments with a personalized dashboard

How GWP Works

  • Provide an email address and choose a password so your information is protected.
  • Answer a few simple questions, so we can determine what your portfolio should be and how you feel about taking on risk when investing.
  • Get a personalized portfolio with our recommended investment strategy and your potential earnings through Guided Wealth Portfolios.

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

**An annual small account fee is applied to accounts with less than $10,000 invested.

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