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FAQs about online investing
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Questions about our portfolios and accounts.
What investments are held in my account?
Types of investment products included Invisor portfolios
How do you select the investments that will be in my portfolio?
Can I select my own investments to include in my portfolio?
Why don’t you select individual stocks and bonds to include in my portfolio?
What is the performance of Invisor portfolios?
How do we calculate performance?
How do I track the performance of my investments?
What are discretionary and non-discretionary accounts?
Can I switch the portfolio provider along the way?
How does Invisor select portfolios set up by other firms?
How can I choose what portfolio right for me?
How do you stay on top of changes made by the portfolio management firm?
What criteria do you use to recommend a portfolio?