As your financial advisor, Save will ask you a set of questions during the sign-up process that will help place you in an investment portfolio.
Save has several proprietary portfolios. Because Save manages assets on a discretionary basis, you must select one of these portfolios. Save does not allow for individual investment choices. You can, however, change your investment portfolio at any time through an update to your account profile.
Investment terms can vary based on the Save product selected. Refer to your Save online profile for confirmation of this under your My Investments section.
You can learn more about our portfolios by visiting our website's "Hypothetical Back-Testing" section under our Legal Page.