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Core Portfolios

Automated investment management

Core Portfolios makes investing easier. Our team of professionals paired with automated technology takes care of the day-to-day investing, keeping you on track. If your goals ever change, it's easy to adjust your strategy. Plus, you can use tax-loss harvesting to potentially lower your tax bill.

Decided a managed portfolio is right for you?
Open yours in a few easy steps.
Get started
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Customized to you

Create a plan that fits your goals. Tell us where you'd like to be, and we'll do the rest. Your investment strategy can be customized with socially responsible investments and more.

Built to help
you reach your goals

We'll build a diversified portfolio with investments that are handpicked by our team of experts and that seek to provide optimal returns based on your goals and risk tolerance. Our advanced technology then monitors and automatically updates your portfolio to keep your goals on track.

Sit back and
let us do the work

We're hands on so you can be hands off. Track your progress online anytime or through monthly reports. And if your goals change, we can easily adjust your investment strategy.

Put your money to work today

Pay as low as $1.50 or 0.30% annually. All you need is $500 to get started!1

Enter an investment amount to calculate the annual advisory fee

Minimum investment: $500

$
Annual fee*
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Get started

*Based on 0.30% of assets1

What you get with Core Portfolios

Please note that while Core Portfolios does the investing on your behalf, it cannot tell you whether a managed account is right for you.

Read our article to see if Core Portfolios is right for you ›

A customized portfolio

We'll help you with an investment strategy that has the potential to grow with you.

Monitored to keep you on track

We'll track your investments every day and rebalance to help meet your goals.

Help whenever you need it

We are always on hand to give you any support you may need.

A long-term investing strategy

We'll help you reach your goals with a diversified portfolio that stays aligned with your preferred risk tolerance.

Get started

Tax-smart investing

Tax-loss harvesting can potentially lower your capital gains taxes.

Learn more
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Frequently asked questions

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How do I open an account? +

Online

    Choose the type of account you want. Then complete our ECapital brokerage or ECapital Private Bank online application.
  1. For bank and brokerage accounts, you can either fund your account instantly online or mail in your direct deposit.

By Phone

Call 1-800-ECAPITAL

By Mail

  1. Download an application and then print it out.
  2. Complete and sign the application.
    3. Send the application with a check made payable to ECapital or ECapital Private Bank (depending on the type of account you're opening) to the appropriate address.
How do I place a trade? +
At ECapital, we make it easy to trade stocks, bonds, ETFs, mutual funds, and more. Watch our platform demos or join us live every Wednesday at 11 a.m. ET for a 20-minute getting started webinar. We'll show you how to place an order, and answer any questions you have during a live Q&A session. All with no hold times!

What are your commissions and fees? +
ECapital offers $0 commissions for online US-listed stock, ETF, mutual fund, and options trades - other rates and fees may apply.

View all rates and fees.

How do you ensure the security and privacy of my account? +
In addition to some of the most advanced online security available, we offer the ECapital Complete Protection Guarantee, which protects your privacy, your assets, and every transaction you make.

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  • Complete fraud protection: $0 liability for unauthorized use of your account.
  • Complete payment protection: Plus on-time, accurate online Bill pay and Transfer Money.
  • Complete privacy protection: We will not sell your personal information to third parties or marketers for any purpose.
    • Digital Security ID: Unauthorized logon is virtually impossible.
  • Electronic documents: Help curb identity theft (you receive statements and account documents online instead of by mail).
  • Alerts: You receive customized reports of account activity and every transaction by email or mobile phone.
For complete details, visit www.ecapital.com/protection.

Important Disclosures

Investment Risk:

All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Investment products are not guaranteed by ECapital Advisory or any of its affiliates.

Investment Products • Capital At Risk • No Guaranteed Returns

Regulatory Notice:

ECapital Advisory Services is an independent investment advisory platform. All transactions are subject to our Terms and Conditions and Privacy Policy. Please read all agreements carefully before investing.

Investing in securities involves risk, including possible loss of principal. Past performance is not an indication of future results.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.

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