Will I be able to place my own trades in the accounts that you manage for me?

Once we are linked on to your accounts as your advisor, you will have limited ability to trade in your account. However, we strongly recommend that you do not.

Trades made in your portfolio without our knowledge will impact your target allocation, and possibly result in our automated platform attempting to reverse or correct the unexpected change in your account.

If you wish to pick stocks or use any other strategy outside of your retirement investment goal, we encourage you to set up a separate individual account. We can help you with any paperwork to set this up, if needed. In general it’s advisable to keep this “hobby” account to 5% of your portfolio or less.