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VestWise™ is an online financial solution, combined with human advisors support, to better service your needs and put a personalized strategy in the palm of your hand.
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Q: What information will I need when opening my account?
A: To open an account, you will have to provide your name, date of birth, social security number, a valid government ID, and additional financial information. During the registration process you will be asked certain questions about your investment experience and accounts.
For more FAQs and helpful information about VestWise, visit our FAQs Page.
"VestWise™ is brought to you by Park Avenue Securities LLC which is a registered broker-dealer and a registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America.
From building a long-term investment strategy for retirement to saving for college, for years Park Avenue Securities has provided the tools to help clients step forward to take charge of their financial future. To learn more, visit www.ParkAvenueSecurities.com."
0.45% Annual fee based on the averagedaily balance of assets in your account
No minimum to open aVestWise™ account*
*$5,000 minimum to invest in model portfolios comprised of ETFs. All funds less than $5,000 will be placed in an interest-bearing vehicle. Once your account reaches $5,000 or greater, the funds will automatically be placed into the recommended model portfolio. For more information about the VestWise™ program, please review the VestWise™ Wrap Fee Program Brochure.Asking the right questions about how you can save money for retirement without sacrificing your quality of life.