What is FutureAdvisor?

Personalized portfolio recommendations in 3 easy steps (2 minutes)

1 Get your target portfolio

Answer a few questions and instantly get a portfolio tailored for your situation.

2 See how you compare

Automatically import your investments and immediately see how you can do better.

3 Get recommendations

Get personalized actions to reach your ideal portfolio while minimizing fees.

You'll get recommendations to save on fees, maximize tax-efficiency, and have the right assets for your situation. If you have one, you'll even get recommendations on your workplace plan account like a 401(k). See the list of workplace plans we support.

FutureAdvisor helps you optimize your portfolio

Reduce portfolio fees

Get unbiased, data-driven analysis and recommendations to reduce portfolio fees. FutureAdvisor keeps your portfolio fees low to save you money annually and at retirement.

Implement your personalized asset allocation

Everyone's situation is different, so FutureAdvisor takes into account your unique situation and risk tolerance to recommend an asset allocation for you. Then get the steps to implement this portfolio.

Re-balance to keep your portfolio diversified

Market movements can cause your portfolio asset allocation to be out of balance. FutureAdvisor will watch over the markets for you and alert you when it's time to rebalance.

Stay on track of retirement savings

Find out exactly how much you need to save per year to stay on track of your retirement goals. FutureAdvisor takes your personal situation into calculating how much you need to save to retire comfortably.

Get your retirement financial projections

FutureAdvisor projects when you'll be able to retire comfortably if the market performs on average, and if the market performs poorly. Then, use our tools to see what you can do to retire earlier.

FutureAdvisor is available only for accounts and investors based in the United States.