Automated Investing Disclosure

BullFx Smart Portfolio is an automated investing feature that builds and monitors a diversified allocation based on the objective and risk profile you select.

How it works

Using the preferences you provide, the feature allocates across eligible investments and may periodically rebalance to keep your allocation aligned with your selected profile. You choose and can change the mandate; you remain the account holder and decision-maker over that mandate.

Not a guarantee

Automated allocation and rebalancing do not remove investment risk and do not guarantee a profit or protect against loss. Model allocations are based on assumptions that may not hold in all market conditions.

Your responsibilities

You are responsible for keeping your objective and risk information accurate so the feature can operate as intended. Review your portfolio periodically and update your preferences if your circumstances change.