Balanced
Foundation
A straightforward starting point for investors building a diversified stock and crypto portfolio.
Start from$250
Plan periodFlexible
What's included
- Stocks & ETFs
- Digital-asset access
- Portfolio reporting
- Client support
Stock & crypto investment solutions
Compare the published SmartBrokerIA plans for stock, options, and crypto investing before creating an account.
A straightforward starting point for investors building a diversified stock and crypto portfolio.
What's included
A broader multi-asset allocation for investors seeking a more active stock and crypto investment experience.
What's included
A tailored relationship for larger portfolios and more complex stock, options, and crypto investment requirements.
What's included
Plan suitability, fees, minimums, availability, and investment risk disclosures come from the current catalog.