Managed portfolios, built around you.
Three steps to autopilot.
Answer a few questions, set a schedule and let Auto-Invest handle the rest.
Step 1
Answer a few questions
Your answers are scored to match you with the right portfolio.
$50
every Friday
Step 2
Set your schedule
Choose an amount and how often: weekly, every two weeks or monthly.
Step 3
Let it run
Auto-Invest buys on schedule and rebalances to keep you on target.
Always on:
Buys on your scheduleRebalances when it driftsReinvests your dividends
A portfolio that fits you.
Matched to your answers and built from low-cost ETFs.
US stocks
45%
International
15%
Bonds
35%
Cash
5%
US stocks
60%
International
20%
Bonds
17%
Cash
3%
US stocks
25%
International
8%
Bonds
57%
Cash
10%
Illustrative mix. Your allocation depends on your answers.
Invest by your values.
Portfolios that match what matters to you.
Sharia
Screened to leave out companies and holdings that don’t follow Sharia principles.
Ethical
Screened to leave out industries many people prefer not to fund.
Small amounts, on repeat.
Pick an amount and how often. See what you’d put away.
Amount
How often
Invested in a year
$1,300
$25 a week · $6,500 over 5 years
Totals show deposits only, before any gains, losses or fees.
Start with a goal.
Common starting points. Your answers in the app set your actual portfolio.
- Time horizon
- 10+ years
- Typical mix
- More stocks, fewer bonds
- Why
- More time to ride out market swings.
Educational examples, not personalized advice.
Simple, transparent fees.
One flat monthly fee, plus a small annual fee on your balance.
$7.99
per month
About 26¢ a day
+
0.40%
per year
On your Auto-Invest balance
The 0.40% fee is charged on your Auto-Invest balance. ETF expense ratios may also apply.
SEC-registered adviser
Vantar Inc. is an SEC-registered investment adviser.
SIPC protection
Securities protected up to $500,000, including $250,000 for cash, through Alpaca Securities LLC.
Regulated brokerage
Brokerage services by Alpaca Securities LLC, member FINRA/SIPC.
FDIC-eligible cash
Cash swept to program banks is FDIC insured up to $1,000,000 in total, limited to $250,000 at each program bank.
Auto-Invest
questions.
A managed portfolio service from Vantar Inc., an SEC-registered investment adviser. It builds a diversified ETF portfolio for your risk level, invests on your schedule and rebalances it for you.
You choose the amount, from $10, and how often: daily, weekly or monthly.
Yes. You can retake the questionnaire or change your amount and schedule at any time in the app.
Auto-Invest rebalances your portfolio whenever it drifts from its target mix, so you stay on target.
$7.99 a month plus 0.40% a year on your Auto-Invest balance. ETF expense ratios may also apply.
Put your investing
on autopilot.
Open an account on the web or in the app.
