Managed portfolios
Investment plans
Fixed-term plans with returns that accrue per period and post to your statement as they're earned.
Starter
0.8% per day
30 periods · 30 days
Min $100
Max $2,999
Popular Standard
1.1% per day
45 periods · 45 days
Min $3,000
Max $24,999
Growth
1.4% per day
60 periods · 60 days
Min $25,000
Max $99,999
Invite Private
1.6% per day
90 periods · 90 days
Min $100,000
Max $1,000,000
Advertised rates are targets, not guarantees. Capital placed in a plan is at risk and returns
may be lower than shown, including a total loss of principal.