MyPlanIQ
Hands off Investors
MyPlanIQ Hands-off Investors program is designed for investors who are committed to a MyPlanIQ model portfolio but would like to have a financial advisor to implement rebalance tasks on their accounts. The following are the steps to explore and start such a program:
- Give us a call at 510-2793131 to discuss and understand the program.
- We will direct a financial advisor in our selected network to discuss with you.
- You sign an agreement with the advisor to allow the advisor to have non-discretionary limited power attorney right to carry out rebalance trades in your brokerage account.
- You and the selected advisor will be informed with monthly rebalance notifications.
The advisors in our selected network should understand and agree with MyPlanIQ's investment philosophy. They should have the discipline and consistency to perform the rebalance activities.