Ways to Manage Your Money
You have options to manage your investments.
Your choices include using a registered investment advisor, a robo-advisor, or looking after your own investments through self-directed investing (also known as DIY investing). Learn about each option to decide which one(s) are right for you.
Registered Investment Advisor
A registered investment advisor manages your investments for you and can provide investment advice on a wide range of securities. Registered advisors are compensated by their clients – usually through fees.
Robo-advisor
Robo-advisors use technology to lower costs, and require little to no human contact.
Self-directed Investing
Self-directed investing is a way you can build and manage your own investment portfolio.