What is an Investment Plan?
An Investment Plan is a collection of assets that you can automatically contribute to on a recurring basis. Choose from our catalog of Plans, covering a wide range of investing styles and risk tolerances. Or, create your own Investment Plan from scratch with up to 20 stocks, ETFs, and/or crypto.

Make it a habit, not a hassle
An Investment Plan can help you take the emotion out of investing and focus on your long-term financial goals.

Personalize your Plan
You're in control of which assets go in your Plan, how much you invest, and how you allocate your funds.

Broaden your exposure in one click
It’s never been easier to spread your investing strategy across asset classes, industries, regions, and more.