Frequently Asked Questions

How do I get started?

Getting started is easy! Just sign up, add the accounts you want to be monitored, complete your investment risk profile, and start receiving alerts and monitoring instantly!

What do you do with my information?

Our highest priority is keeping your financial data safe and away from prying eyes. We use multiple layers of security, in every component of our systems, to keep your account information safe, and your information private.

How much money could I be saving?

For every $100K invested (assuming 5% growth), a mere .25% change in fees, fit, and quality in one year leads to $12K in losses by year 10! This only compounds over time and the results can be significant.

How can I get support from you?

We have a fully staffed support team! If you ever have any questions or concerns regarding our service or your accounts, please email or call us:

What if I have a lot of accounts to monitor?

We are up to the challenge! You are able to add any and all of your accounts to be monitored 24/7 and alerted to changes to keep you in the loop. The more accounts you add, the more gets monitored, and the more value you receive.

What is the process if I receive an alert?

One of the best features of InvestorKeep is the “Take Action” button that provides a preformatted email you can send to your financial professional outlining the situation. Once you've reviewed it, all you need to do is click the "share" button.

How do I know if I need this service?

If you have financial accounts, particularly investment accounts, chances are changes to fit, fees, and quality are going unnoticed. InvestorKeep is a valuable tool that provides 24/7 account monitoring and a service level usually only available to high-net worth individuals. Sign up today and receive a full month to confirm the value your finances will gain.

What criteria do you use to analyze my accounts?

All investments (stocks, bonds, mutual funds, etc.) are analyzed by research firms and rated for quality using criteria such as financial performance, market performance, executive management, etc. InvestorKeep partners with Morningstar and other firms to provide this information.

What if I already have a financial advisor who is tracking this?

InvestorKeep is the perfect complement giving you transparency and assisting advisors in maximizing your investments with items that might mistakenly be overlooked. In fact, many advisors use our platform as a way to ensure a high level of transparency into achieving the best results for their clients.

Do I need to add all my financial accounts in order to see the benefit of InvestorKeep?

Adding all of your financial accounts is advised because we cannot alert you to challenges with accounts that aren't linked.

Who is Morningstar?

Morningstar is the global leader in investment research. Their reports provide in-depth continuous analyses from 150+ independent analysts.

Who is Xignite?

Xignite is a technical platform that unifies financial data consumption and market data management — all delivered on the cloud. It allows InvestorKeep to manage, control, and optimize real-time and reference data across traditional systems and cloud applications. Xignite provides us with the market data our algorithms use to monitor your accounts.

Who is Yodlee?

Yodlee is the leading data aggregation and data analytics platform. Yodlee is used to facilitate secure linking of financial accounts to the InvestorKeep Platform. Furthermore, Yodlee provides an added layer of security between your data and anyone who would seek unauthorized access to your financial account information.

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