If I sign up, will you do anything other than make the recommended trades you've shown me?

Once you sign up, we provide you with 2-day preview of the initial proposed trades. On rare occasions, due to short term market moves or portfolio manager judgement, the actual trades may be slightly different than the ones in your preview or a different fund might be used. But the general outline from your preview will be followed. We generally view individual funds within the same asset class as interchangeable.

After this time, we set your portfolio to automated management and will notify you of all trades after they are initiated.