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What are the differences between a Trading, Direct Index, and Impact Account?

A Trading Account allows you to choose from our catalog of professional and community-built motif portfolios, build your own custom 30-stock portfolios, trade individual stocks, and participate in IPOs or Market-Linked CDs.

A Direct Index account allows you to invest in a single portfolio that tracks a broad market index. A direct index portfolio may have more than 500 stocks (e.g. Motif 500) that you can customize and automate.

With an Impact Account, you get a fully-automated portfolio that aligns to your financial goals with your values. The Impact Portfolio has stocks and ETFs in seven asset classes providing exposure to US and international equity and bond markets.