1-Click Sync or Manual?

Welcome to the allocation profile setup. Please choose from the options below to continue.

We are currently offering 1-Click Sync to TD AmeriTrade™ account holders. If you don't have a TD AmeriTrade™ account please select the Manual option. We will be adding more brokerage accounts in the near future.

1-Click Sync

TD AmeriTrade™ customers. Link your profile with your investment account. Once linked, we can auto synchronize your profile and submit buy/sell orders on your behalf with a click of a button.


This simply means that you will do the synchronizing between our suggested portfolios and your investment account manually.

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