A trusted contact is a person you appoint for us to contact if we need to address possible financial exploitation, to confirm the specifics of your current contact information, [...]

We’ll ask you a series of questions upon opening a Guided Investing account, such as income, net worth, and employment status. You will also complete a brief questionnaire to [...]

Yes, you can have multiple investment accounts.

You can contact our Digital Wealth Team at [email protected] or 833.605.6681.

Accounts must maintain at least a $150 balance to remain eligible for a Guided Investing account. Withdrawal requests resulting in a balance of less than $150 will be prompted [...]

For subsequent investments into Guided Investing accounts, the minimum amount is $25.

Your account is an investment account and is not a credit union account. Any insurance you have on your True Sky Federal Credit Union account (e.g., NCUA) does not [...]

If simplicity and cost are your primary drivers in choosing how to invest, Guided Investing may be a great choice for you. Conversely, if you are interested in a [...]

Your account has the potential to gain or lose value on a daily basis. Returns depend on market fluctuations and are not guaranteed. All investing involves risk, including possible [...]

Your account will be invested in a portfolio of professionally managed exchange traded funds (“ETFs”) based on the information you share with us about your time horizon, risk tolerance, [...]