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Try FutureAdvisor's portfolio management service for free

We'll set up an account in your name at Fidelity or TD Ameritrade, and optimize your portfolio for you for free for the first 3 months. At the end of your free trial, you can cancel with no hassles or cancellation fees. You'll simply take over control of your account that's already in your name.

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"By far the smartest portfolio design and analysis tool I've ever used"

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"Easy to use! Walks users through a set of simple steps"

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The right investments in the right accounts

All of your accounts should work towards all of your goals. We manage your investments holistically, to help ensure each account’s benefits (e.g. tax deferrals or flexible investment options) are maximized.

Financial Advisors and Service Specialists

Whether it’s a quick account question or a deep dive into foreign equity investment theory, our licensed advisors and service specialists are ready to help you understand what’s going on in your portfolio.

Automated wealth management

Our always-on investment management technology is guided by people with decades of experience. Every trade is monitored by a real person in partnership with our proprietary algorithm, and we monitor your portfolio daily for tax-saving opportunities.

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