Connect Invest is a new online advisory service that's a smart, low cost way to invest your money.
It makes investing simple by building, monitoring, and rebalancing your portfolio for you.
We know that life can be busy. The Connect Invest mobile app makes it easy to stay in touch with your investments safely and securely, wherever you are.
The finer points:
- Creates a personalized investment plan tailored to your goals and tracks your investments anytime, anywhere
- Provides you an in-depth view of your external investment accounts, including how Connect Invest can help fine-tune your portfolio
- Allows you to transfer funds to and from your Connect Invest account
- Schedule an appointment with an Investment Advisor
Getting started is easy - simply transfer funds directly from your Cambridge Savings Bank checking or savings account, or have Connect Invest manage your existing brokerage account.
Download the Connect Invest app today
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Investment products and services are offered independently through SigFig Wealth Management, LLC. SigFig and Cambridge Savings Bank are not affiliated. Products and services made available through SigFig are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of or guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of principal amount invested.
Connect Invest is offered by CSB together with SigFig Wealth Management, a registered investment advisor. CSB and SigFig do not charge commissions on Connect Invest, only the 0.50% fee. CSB and SigFig are not broker-dealers. When Connect Invest clients transfer existing non-cash assets into a Connect Invest account, the existing broker-dealers may charge the client commissions, if SigFig liquidates those assets. In some cases, broker-dealers might charge a small commission. SigFig strives to minimize the commissions that broker-dealers charge its clients, and never charges commissions to Connect Invest clients.