Digital Investing Through Guided Wealth Portfolios
Online investing, personalized for you
With access to cutting-edge technology combined with convenience and transparency of a 24/7 solution, the Guided Wealth Portfolios’ model is now available through LPL Financial.
Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives with access to a dynamic dashboard that can help you monitor your own progress towards financial goals.
Guided Wealth Portfolios are available to investors age 62 and younger with at least $5,000* to invest.
The Guided Wealth Portfolios Difference
- Low Account Minimums – Open an account with a lower account minimum than traditionally available.
- Invest Your Way – You can make easy one-time and monthly contributions without having to walk into a branch or talk to an Advisor.
- Professional guidance – The online platform allows you to invest how you want, when you want, but unlike other platforms, you aren’t alone. When you need a LPL Wealth Advisor, one is available.
- Daily Monitoring – You received a portfolio that is monitored daily as markets move and rebalanced as needed.
- Personalized Digital Investing – With the convenience of an online tool, you can view your portfolio accounts, adjust your goals, and open new accounts anytime you want.
Open an account with as little as $5,000 and add as much, or as little, as you want over time.
Grow your future with our expertise and the convenience of online investment management.
It’s easy to sign up for Guided Wealth Portfolios. All you need is an email address and a password. Watch this video to learn how to open a GWP account in just a few minutes.
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gesa Credit Union and Gesa Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gesa Investment Services and may also be employees of Gesa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gesa Credit Union or Gesa Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not insured by NCUA or any other goverment agency||Not credit union Guaranteed||Not credit union deposits or obligations||May lose value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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Notes & Fees Glossary
|*APY||* APY = Annual Percentage Yield. Rates, terms, and fees are subject to change. APY is accurate as of the first day of the month – the last dividend declaration date.|
|SmartPlus Checking||*To earn the higher rate, you must: