Exploretrade
SMART ADVISOR
A new way to AUTO-INVEST
- Low Minimum Investment
- Personalized risk distribution
- Hands-off Portfolio Monitoring
Where to Start ?
App->Market->Automate Your Investings
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Exploretrade Smart Advisor
Your AI Money Manager
Distinctive Balance of Risk and Potential Return
A 130-member investment team actively manages your portfolio allocations based on quantitative analysis and qualitative insight.
Instantly View Your Investments
Stay in control of your investing strategy and track your performance through interactive tools.
Receive A Customized Portfolio
Your money is put into an expertly built portfolio containing a range of investment products based on your risk tolerance.
Important Disclosure: The model portfolios primarily utilize ETFs that make payments to SSGA Funds Management, Inc. or its affiliates (collectively "SSGA") for advisory or other services, which presents a conflict of interest for SSGA. Income earned by SSGA would be lower, and the returns generated by implementing one or more model portfolios might be higher, if the model portfolios were to be constructed using ETFs or other investments that do not pay fees to SSGA.
Disclaimer: Investment management and advisory services are provided by ("Exploretrade Advisors"), an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal invested. Past performance does not guarantee future results. Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. New WindowView more
What is A Robo-Advisor
Risk Assessment
Answer a few questions to let us know your willingness to take on risk.
Funding Your Account
More choices, more flexibility.
1. ACH
2. Wire transfer
3. Your individual account cash balance
Check Your Performance
Review your portfolio performance on the go.
See how much you’ve earned based on the amount you invested.
This is not an actual client portfolio and is for demonstration purposes only
FAQS
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Who is eligible to open a Exploretrade Smart Advisor account?
You must reside in the U.S. full-time to use Exploretrade’s services. You must also be 18 years old.
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How do I fund my Exploretrade Smart Advisor account?
You can fund your Exploretrade Smart Advisor account via ACH, wire, or for some clients, from your existing Exploretrade LLC account. Not all clients will see the option to transfer but we are working hard to make it possible for all Exploretrade LLC clients to easily transfer cash to their Smart Advisor account.
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Does it cost anything to open and maintain a Exploretrade Smart Advisor account?
Fees will be waived until June 30, 2019. After June 30, 2019, the standard annualized fee of 0.20% (with a monthly minimum fee of $1) will be charged. For more detail about Exploretrade Smart Advisor fees, please refer to the ADV.
See more Exploretrade Smart Advisor FAQs
Disclaimer: Investment management and advisory services are provided by Exploretrade Advisors LLC ("Exploretrade Advisors"), an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal invested. Past performance does not guarantee future results. Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. New Window Exploretrade Smart Advisor DisclosureView more