Diversified portfolios designed and managed by professionals.
Invest in good by selecting from one of our sustainable portfolios.
Invest with no brokerage or management fees¹.
Our Core portfolios give you access to invest in a wide range of world-changing companies that you know and love. We manage the portfolio for you, making investing accessible and stress-free.
Risk tolerance: Low
This portfolio is for those who prefer stability when they invest. If minimizing risk of loss sounds more appealing than a chance of major gains, then this one's for you.
Steady uses stocks like
Risk tolerance: Moderate
A portfolio for those who like a balanced amount of risk versus reward. The potential for gains is less than the aggressive approach, but so too is the risk.
Lift uses stocks like
Risk tolerance: Aggressive
Hey there risk taker! With the potential for big wins comes the potential for big losses. If you’re comfortable with risk, then you should consider investing in this portfolio.
Growth uses stocks like
Our sustainable portfolios avoid companies from industries like Fossil Fuels, Tobacco, Fur, Military, and Weapons. There doesn't have to be a tradeoff between investing responsibly and returns.
Risk tolerance: Conservative
This portfolio is for those who prefer stability when they invest. If minimizing risk of loss sounds more appealing than a chance of major gains, then this one's for you.
Eco uses stocks like
Risk tolerance: Moderate
A portfolio for those who like a balanced amount of risk versus reward. The potential for gains is less than the aggressive approach, but so too is the risk.
Renew uses stocks like
Risk tolerance: Aggressive
Hey there risk taker! With the potential for big wins comes the potential for big losses. If you’re comfortable with risk, then you should consider investing in this portfolio.
Thrive uses stocks like
Invest sustainably by selecting one of our sustainable portfolios. You don’t need to sacrifice performance to invest with a conscience.
Schedule regular investments straight from your checking account - effortless investing.
Create long-term goals and track your progress!
DriveWealth is a member of the Securities Investor Protection Corporation (“SIPC”). SIPC currently protects the securities and cash in your Account up to $500,000 of which $250,000 may be in cash.
The SIPC does not protect against the market risks associated with investing. You acknowledge that, for purposes of SIPC, money market balances are considered securities. To obtain information on SIPC, including the SIPC Brochure, go to www.SIPC.com or contact SIPC directly at (202)371-8300.
Our portfolios are designed to keep costs low and optimized to help balance your investment account’s risk and return profile. Your portfolio will include a mix of ETFs (Exchange-Traded Funds) that are diversified across asset classes to help balance risk and returns through market volatility. Based on your investment goal and risk capacity, we’ll recommend a portfolio aligned to your preferences that could help you reach your goal.
Currently, we offer 6 different investment portfolios.
Conservative: For investors with lower risk tolerance. These portfolios seek to provide a safeguard for your money and against inflation.
Moderate: For investors with medium risk tolerance. This portfolio seeks to generate a mix of capital appreciation and current income.
Aggressive: For investors with higher risk tolerance. This portfolio seeks to generate long-term capital appreciation.
Socially Responsible Investing: All portfolios are also available with socially responsible investing options built-in so you can invest according to your values.
Transfer the amount you want to invest from your Spending Jar to your Portfolio Jar. Once the funds are settled, our system will invest the money in your portfolio.
Tap on Wealth Jar on the navigation bar at the bottom of your screen.
Then tap on Grow, you’ll see all the portfolios you currently have displayed.
Tap on the portfolio you’d like to add funds to.
Under your portfolio information, tap Transfer.
Then select In to [Jar name], from the two options.
Type the amount you’d like to transfer from your Spending Account into your Portfolio Jar.
Tap next and then Submit transfer. Once submitted you will be shown an overview of the transaction.
Transfers take about 2 business days to settle (excluding public holidays) and are invested automatically into your portfolio. Until the funds are settled, they will show as a pending transaction. Once settled, the funds will show as a deposit and be included in the total invested in that Portfolio Jar.
