Actively monitor your investments and grow your wealth
As an example, most people realize that their financial institution is charging a fee to manage their 401K account but don't know that they may be charged at least three fees, and in some cases four.
These fees change, generally in very small amounts, and are typically buried in your monthly statements. These changes impact your investments year after year, and excessive fees over time will reduce the size of your nest egg, sometimes by tens of thousands of dollars.
InvestorKeep alerts you to fee changes giving you the opportunity to act with your financial professional to have these fees reduced or eliminated.
InvestorKeep monitors the overall risk of your portfolio as well, alerting you when the risk associated with your investments is unaligned with your risk tolerance and diversification model.
Like fees, changes to quality or risk level in your portfolio, left unchecked, can cost you tens of thousands of dollars without you ever knowing it. InvestorKeep shows you what's happening (in real time) with your finances and enables you to effectively communicate with your financial professional. In addition, if you chose, InvestorKeep will alert your financial professional to these changes as well.
Being alerted to actions you need to take with your financial professional to safeguard your investments from changes in fees, risk, and investment quality gives you peace of mind and helps you avoid costly oversights that erode your savings.
UNDERSTANDING YOUR COMFORT WITH INVESTMENT RISK
You pay one low, monthly fee
Trust starts with securing your information and data
Protecting Account Access
In today's world, the greatest threat to your security is your account password. Many passwords can be cracked in a matter of minutes.
Your InvestorKeep account uses 2-factor authentication (2FA) providing an additional (and crucial) security layer - sending a unique code to a device that you have exclusive secure access to.
Entering this code is the final step to accessing your account each time you sign-in.
Layers of Security
InvestorKeep uses enterprise-class information security tools, systems and monitoring to ensure our service and your information remain protected 24 hours a day, 7 days a week, 365 days a year.
As an additional level of protection, InvestorKeep encrypts all customer data at all times.
When you are communicating with InvestorKeep, we secure your connection on a number of levels to shield this information from unwanted eyes.