Financial Planning
Instructions on how to get your plan in action.
- How do I create an additional milestone?
- Can I save cash with Managed Portfolios?
- What's the benefit of a cash milestone over an interest bearing account?
- Do I get paid interest on the Save Cash milestone?
- Is the cash milestone free?
- How many Save Cash milestones can I open?
- Is the Save Cash milestone invested?
- Can I create milestones that are not invested?
- How can I create a cash milestone?
- Where can I view my investment activity?
- Can I add new stocks or securities to my portfolio?
- Can I replace any of the ETFs in my portfolio?
- Can I change my stock/bond allocation?
- How often do you rebalance my portfolio?
- Where can I see my portfolio details?
- Do I have to turn on an auto-deposit for each milestone?
- Can I have more than one type of milestone?
- Which milestone should I choose?
- How do you calculate my milestone recommendations?
