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How Amerivest works.

Learn how Amerivest can help you pursue your goals, from goal identification to portfolio selection to a personalized online experience that gives you real-time insights into your investments.

The Amerivest difference — the personal touch.

Amerivest combines human insight with personalized technology to help you pursue your goals. Discover the Amerivest difference:

  • Work with an Investment Consultant or on your own to match your goals, risk tolerance, and timeline to a portfolio that’s right for you
  • Benefit from goal-oriented portfolios built on research from the professionals at Morningstar Investment Management
  • Keep your portfolio on course with ongoing monitoring and portfolio rebalancing from Amerivest
  • Access your personalized online experience to track your investments, adjust your contribution, and change your timeline


An investment strategy geared to your goals.

We help you establish a goal, choose your risk tolerance, and identify your target date. From there, Amerivest matches you with a portfolio that suits your specific needs. Whether you want to save for retirement, manage risk, or generate additional streams of income, there’s an Amerivest portfolio model for you.

Portfolios Matched to You. Managed by Amerivest.
Compare Portfolios Now

Match your goals to a specific portfolio that suits your specific needs.

A managed portfolio you can actually manage.

Uphill, downhill, around curves — watch your portfolio keep pace over the long haul. Get personalized online access to your goals in real time with your own dynamic window into your investments.

Access your accounts

Track your progress

Get ideas

Access your accounts

Pursuing your goals is a process. The online experience gives you transparent access to all your investments every step of the way.

Track your progress

View your investments in the context of reaching your goal. Always know how far you've come, and how far you have to go, with probability indicators letting you know how likely you are to reach your goal along the way.

Get ideas

Amerivest proactively makes suggestions if you start to veer off track from reaching your goals. From timeline tweaks to contribution changes, we show you the most impactful actions to help you keep your portfolio on track.


Smart people. Our most valuable asset.

From the research professionals at Morningstar Investment Management, to the team at Amerivest who monitor and rebalance the portfolios, to the Amerivest Specialists who answer your calls and questions — real people are with you every step of the way to help you pursue your goals.

Call Us to Get Started with Amerivest Today.
Call 866-551-6917

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