Prime Insight Market Logo
Classic PortfolioManage all time estimated taxes saved1.7% today3M6M1Y3Y5YALLTransfer moneyUS Stocks44% current44% target

There’s no secret to long-term wealth, but if there were it would be this:
automated index investing.

Even with the inevitable ups and downs of the market, our expert-built, globally-diversified Automated Investing Account makes it easy to start building long-term wealth by managing your risk, maximizing returns, and minimizing taxes.

Get started
Nerdwallet logo
Best Robo-advisor, Portfolio Options, 2023 1Best Robo-advisor, IRA, 2022 1
Investopedia logo
Best Robo-advisor, 2022 1Best Robo-advisor, 2020 1
800K+
Trusted clients
$70B+
In total assets
4.8
Apple App Store 2
4.9
Google Play Store 2
Risk score: 8.0
Example portfolio
US Stocks
45%
Foreign Stocks
15%
Emerging Markets
15%
Dividend Stocks
9%
Municipal Bonds
16%
Real Estate
0%
US Bonds
0%
Corporate Bonds
0%
TIPS
0%
Emerging Markets Bonds
0%

Smarter investing, brilliantly personalized.

Just answer a few questions, and we’ll build you a personalized portfolio of low-cost index funds from up to 17 global asset classes. Our software handles all the trading, rebalancing, and other busywork to help grow your wealth for the long term.

Get started
What level of risk suits you best? ➳

You make it custom. We’ll do the rest.

Choose from hundreds of funds in categories like clean energy, tech, and crypto and we’ll handle the trades and rebalance your portfolio for you. Or start with a portfolio designed around your values with our Socially Responsible portfolio. We make it easy and safe to customize by helping you see when your choices won’t be in line with your preferred risk level.
Get started
Tax Loss Harvesting benefits will vary. Prime Insight Market doesn’t provide tax advice.
Prime Insight Market
now
We saved you $78.11 on your taxes.
Prime Insight Market
now
We automatically invested your $500 deposit.

Our not-so-secret ingredient? Automation✨

Keep your eyes on the big picture, your other investments, or basically anything besides the busywork. We rebalance your portfolio, automatically diversify deposits, and can help save you taxes, all without you ever lifting a finger.
Get started

Let your taxes pay you for a change.

Tax-Loss Harvesting can find many small wins to boost your after-tax returns.

Our software monitors your investments to automatically trade similar assets that lose value, which can help you lower your tax bill while still keeping your portfolio on track. When you offset your capital gains by claiming many small losses, you can put the savings right back to work in the market. No tractors or shovels required.

Learn more

Our fee is small,
but we think it’s a really big deal.

0.25%
For just 0.25% a year, Automated Investing Account clients get all the benefits of always-on automation, expert-curated portfolios, and Tax-Loss Harvesting that typically covers our fee more than 6x over.See how much it costs

Investing that accounts for your needs.

Invest for retirement.

Traditional IRA, Roth IRA, SEP IRA, 401(k) Rollover

Invest for education.

529 Account for college savings

Invest for everything else.

Individual Accounts, Joint Accounts, Trust Accounts

Invest even faster with the Prime Insight Market Cash Account.

Enjoy a 5.00% APY on all your cash. Pay bills, save for big purchases, or get in the market in minutes. Our technology lets you automate your paycheck and organize cash effortlessly.


Learn more
Background banner of glowing stock icons
Floating stock tokensFloating stock tokens

Meet our stock investing account

Want a little more control?
Invest in individual stocks.

Fractional shares. No commissions. $1 to get started.
Other investing apps might focus on what’s trending, but our Stock Investing Account lets you skip the endless hours of research, to help you make smarter investing decisions, faster. Browse 45+ pre-built collections and invest in companies you love without the advisory or management fees.

Get startedLearn more about Stock Investing

You can count on us

Award winning software

0% of your trade data sold

$500,000 protected by SIPC

includes $250,000 cash limit

We’re here if you need us

You can do everything you need right in our app. But sometimes, it’s just easier to talk to a person. That’s why we have a gaggle of certified CPAs, CFAs, and CFPs standing by to answer your questions.
Learn more about our Product Specialists

Invest a little time in the details.

Still deciding if we’re right for you?
These frequently asked questions may help.

This sounds complicated. I bet this is complicated, right?

What we do is complicated. What you do is really really not. Just answer a few questions, and we’ll build an investment portfolio with your name on it. Then, as soon as your money arrives, we invest it just like we said we would. Bada bing, etc.

What if I don’t like your picks? Can I choose my own investments?

Yup. You can customize your Prime Insight Market portfolio six ways to Sunday, both when you’re first opening a new account or at any point afterwards.

What if I want to pull my money out?

Well, it’s your money, so you can withdraw it at any time.

I bet this is really expensive.

That’s not a question, but actually no. The weighted average annual expense ratio of the investments of a taxable Prime Insight Market portfolio is between 0.05–0.29%. Prime Insight Market also charges a 0.25% annual advisory fee, but for more than 97% of our clients with a recommended portfolio, that’s covered by Tax-Loss Harvesting.3

Tax-loss what now?

Tax-Loss Harvesting. It’s a way to take advantage of changes in the market to help reduce your tax bill and give you more money to invest. For most clients, it generates savings worth at least 6 times our advisory fee, which means your tax savings more than pay for our fee.Learn more

I love everything about this. How do I give you my money?

We make it easy! Electronic bank deposit, wire transfer or account transfer from your brokerage to Prime Insight Market.Learn more

But I’ve already got investments somewhere else.

Again, that’s not a question. But you don’t always need to sell your investments to move them. We make the transfer process free, simple, and tax-efficient.Learn more

How is this different than investing in the S&P 500?

Investing in the S&P means only investing in US equities. Fortunately for us, the world is bigger than that. We use 10 global asset classes to diversify your investment and better weather anything the market throws at you.Learn more
Read more frequently asked questions