Built around how you invest
We organized the upgraded website around how you think about your investments: by task, goal, and account, and across your entire portfolio.
- Intuitive layouts
- Clearer insights
- Adaptive to you
Spend less time figuring out where to go.
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Get oriented faster when you land on the dashboard
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Organize accounts to match how you think about your money
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Move between accounts and views without losing your place
Understand how your investments are doing with less effort.
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Start with a portfolio‑level view
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Explore trends over time, and by account or investment
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Understand detailed results without losing context
Focus on what’s relevant for the account you’re viewing.
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See actions and information that match the account you’ve selected
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Avoid sorting through options that don’t apply
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Move from review to action more quickly
Spend less time figuring out where to go.
-
Get oriented faster when you land on the dashboard
-
Organize accounts to match how you think about your money
-
Move between accounts and views without losing your place
Understand how your investments are doing with less effort.
-
Start with a portfolio‑level view
-
Explore trends over time, and by account or investment
-
Understand detailed results without losing context
Focus on what’s relevant for the account you’re viewing.
-
See actions and information that match the account you’ve selected
-
Avoid sorting through options that don’t apply
-
Move from review to action more quickly
Frequently asked questions
You'll see an option after login to explore the latest version. You can switch between the upgraded experience and the one you're used to.
No. Changes are being rolled out thoughtfully, and we’ll let you know ahead of time as updates become standard.
We focused on making things clearer and easier to navigate. You'll find:
- A simpler design that helps you stay oriented.
- Clearer views of your accounts, investments, and performance.
- Less visual noise so it’s easier to focus.
- An experience that adapts to your preferences over time.
We've also strengthened the underlying technology to support a smoother, more dependable website.
No. Your accounts, balances, and investments stay exactly the same. The upgrade is about how information is organized and displayed.
Yes. When you try the upgraded experience, you’ll see tips that walk you through what's new. We’ll keep adding helpful guidance as the rollout continues.
Absolutely. You’ll find places within the experience where you can share your thoughts. Feedback from clients like you helps us decide what to refine next.