Have a plan, stay
on track.
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No matter where you are on your retirement journey, 

Connect Invest can help you retire on your own terms.

Put your money toward your
goals, not fees

Check in with a financial advisor
when you need advice

Create your personalized portfolio

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700

$

Get up to

when you open
an investment account.

Connect Invest portfolios are designed to help you weather market ups and downs, adjust when you need to, and keep you on course toward the retirement you envision.

Built around  your retirement goals, risk tolerance, and time horizon, your portfolio is consistently monitored and adjusted to keep you on track.

Our experts can help you assess your current retirement savings, evaluate options to improve, and answer any questions you have.

Our low 0.5% annual fee is less than half of typical advisor fees, so you have more money to invest.

RETIREMENT RULE #21

Get up to $700 when you open a Connect Invest account.

5 bonus levels

Open a Connect Invest account today and get up to $700.

Let us help you get started. Talk to a financial advisor:

Call: 

GET STARTED NOW855-393-4321

With Connect Invest, you get investing through smart technology, plus access to personalized expertise from our financial advisors whenever you need some guidance.

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To qualify for the cash bonus offer: (1) open new Connect Invest account(s) between 12:00am EST April 1, 2018 and 11:59pm EST June 30, 2018; (2) fund the new account(s) with at least $10,000 of qualifying net new investments, defined below, by 11:59pm EST June 30, 2018; and (3) maintain the invested balance through 11:59pm September 30, 2018. The amount of the cash bonus for which you may qualify depends on the amount of net new funds invested and maintained: 

  • $10,000 - $24,999 investment - $100 bonus 
  • $25,000 - $49,999 investment - $250 bonus 
  • $50,000 - $99,999 investment - $350 bonus 
  • $100,000 - $199,999 investment - $450 bonus 
  • $200,000 or more - $700 bonus

The offer is valid for new Connect Invest clients and existing clients who open new accounts. New money added to an existing Connect Invest account or invested funds transferred from an existing account to a new account do not qualify for the offer. Cash and eligible securities will be valued at the time they are funded to the new account.

The offer is limited to one cash bonus per Connect Invest client relationship based on the funded and maintained amount of net new investment funds. For joint accounts, the primary account holder, as identified during the onboarding process, is considered the ‘client relationship’ for the purposes of the offer.

The cash bonus will be credited to your first active, and rebalanced taxable Connect Invest account by October 31, 2018.  If no taxable Connect Invest account is held by the primary account holder at the time that the cash bonus is being credited, a deposit will be made to an active Cambridge Savings Bank checking account held by the primary account holder. If the primary account holder does not have a taxable Connect Invest account or active Cambridge Savings Bank checking account a check will be mailed to the primary account holder.

The value of the bonus you receive may constitute taxable income. An Internal Revenue Service Form 1099 (or other appropriate form) may be issued to you reflecting the value of the reward. Please consult your tax advisor for further information. Cambridge Savings Bank, Connect Invest or SigFig Wealth Management Financial Advisors do not provide tax advice.

Connect Invest has a simple 0.50% annual fee billed monthly. When Connect Invest clients transfer existing non-cash assets into a Connect Invest account, there may be brokerage commissions or other charges related to the liquidation of those assets. The “in kind” transfer or liquidation of assets may also have tax consequences for the client. Clients should consult with their tax consultant.

Connect Invest reserves the right to modify these terms and conditions or cancel the offer at any time. This offer is not transferable and cannot be combined with other offers.

Investment products and services are offered independently through SigFig Wealth Management, LLC, an SEC registered investment advisor.  Investment accounts are custodied at brokerages that are members of FINRA/SIPC.  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 nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.

SigFig Wealth Management, LLC investment recommendations rely on historical data.  Historical performance is not a guarantee of future returns. 

 © 2018 SigFig Wealth Management.  All Rights Reserved.

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