Connect Invest 1.0.6

Cambridge Savings Bank ❘ Freeware ❘
iOS

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Connect Invest offers a streamlined approach to investment management, providing a professional service designed to develop a diversified, tax-efficient portfolio while maintaining a low annual fee of 0.50%. Suitable for those saving for retirement or other long-term objectives, the platform monitors investments daily to ensure optimal performance through automatic rebalancing and dividend reinvestment.

Key Features:

<ul>
<li>Personalized Portfolio Construction: Based on your individual goals and risk tolerance, Connect Invest recommends a tailored investment strategy. The user-friendly Guidance tool delivers comprehensive portfolio analysis and development suggestions.</li>
<li>Automated Rebalancing: When your portfolio deviates from its target allocation, the system automatically adjusts holdings to maintain alignment with your strategic objectives.</li>
<li>Dividend and Cash Reinvestment: Dividends and cash deposits are automatically reinvested to maximize growth potential.</li>
<li>Cash Optimization: The platform ensures that nearly all available cash is invested promptly, reducing idle cash and minimizing cash drag.</li>
</ul>

Tax Optimization Strategies:

<ul>
<li>Holdings Preservation (Whitelisting): If your existing investments closely match the recommended allocations, Connect Invest maintains these positions within your portfolio.</li>
<li>Tax-Conscious Transactions: The service employs strategies to minimize taxes during asset sales and account transfers while preserving portfolio integrity.</li>
<li>Tax Loss Harvesting: Opportunities are identified to offset gains through strategic losses, effectively reducing capital gains tax liabilities without disrupting your investment plan.</li>
</ul>

Fee Structure and Advisor Support:

<ul>
<li>The platform charges an annual fee of just 0.50%, with no hidden commissions or transaction fees. Dedicated Investment Advisors are accessible via phone to provide personalized guidance, strategic recommendations, and support tailored to your financial goals.</li>
</ul>

Transparency and Account Management:

<ul>
<li>You receive regular summary reports and updates via your online banking dashboard, enabling full visibility into your investments and facilitating ongoing adjustments as needed.</li>
</ul>

Getting Started:

<ul>
<li>Funding options include transferring funds directly from your Cambridge Savings Bank checking or savings account. An initial investment of $2,000 is required to begin utilizing the service.</li>
<li>If you already have an investment account at TD Ameritrade Institutional, Charles Schwab, or Fidelity, you may choose to have Connect Invest manage your existing account at the current brokerage without transfer complexities.</li>
</ul>

*Please note: SigFig Wealth Management acts as a non-broker-dealer advisor and does not charge commissions. When existing assets are transferred at broker-dealers such as TD Ameritrade, Fidelity, or Schwab, those brokerages may impose transaction fees during liquidation. SigFig endeavors to minimize such costs but does not control or receive these fees.

Investment products and services are provided independently by SigFig Wealth Management, LLC. SigFig and Cambridge Savings Bank are unaffiliated entities. Investments made through SigFig are not insured by the FDIC or any other federal agency, nor are they bank deposits or obligations. All investments carry risk of loss, including the potential loss of principal.

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