Master Your Investment Account

Service Description

Learn how to manage, maintain, and navigate your currently existing investment account. We’ll guide you through your existing broker’s platform, teaching you how to navigate key features like account summaries, performance tracking, and trading tools. You’ll gain the knowledge needed to confidently manage your investments on your own, eliminating the need for a financial advisor. As a bonus, this service includes 7 days of free access to our Smart Investor online educational community, where you’ll find additional resources and tools to support your investment journey.