With NBT Guided Investor, you receive more than just retirement data provided by other digital investing tools. You get support from an experienced financial consultant, who will work with you to understand your goals and help you move towards achieving them. Whether you know a thing or two about digital investing, or could use a few pointers, our easy to use and affordable online platform, robust risk assessment tool and low minimum to get started, you’ll have everything you need in an online wealth management tool.
Not quite ready to enroll? Take our online risk assessment and get your personalized portfolio recommendations instantly.
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Our affordable digital investing tool incorporates your objectives and with the help of a dedicated financial advisor, starts the process of online wealth management.
Once you've completed your risk assessment, you'll be able to see initial portfolio recommendations before you decide how and when you fund your account.
With just a minimum $5,000 to start and low monthly fees, you'll be assigned a dedicated financial advisor that will invest your dollars according to your comfort level.
You can view your account 24/7 and connect online with your assigned financial advisor with questions about retirement planning, digital investing, wealth and financial management, and other investment advisory services.
with professional help that's there when you need it.
Enroll NowGuided Investor is a digital investing tool brought to you by NBT Capital Management.
NBT Capital Management provides a level of advice and personal service that has made us a trusted partner for many clients throughout the country. Our team of advisors brings extensive experience to every relationship. We believe that the best advice is tailored specifically to your needs, which is why we invest the time to get to know you, your situation and your goals.