Our goal is to make it easier for both novice
and experienced investors to achieve their financial goals.
Current investors will enjoy the higher rates our CMA offers compared to other brokerage sweep accounts
or conventional bank accounts, while new investors will benefit from a simplified process in which a
bank account is linked to a small menu of quality investment products to combine higher returns with
immediate access to all funds.
When everyone has an equal opportunity to grow assets through smart investing, we can close the gender
and racial wealth gaps while creating a better financial future for all.