Two-Factor Authentication What is Two-Factor Authentication? Two-Factor Authentication is an added level of security to protect your account from theft. With this additional level of security, you’ll be required to enter a unique verification code either from a mobile authenticator application, such as Authy or

Make Your Investing Easier and More Accessible With an App Embark has partnered with Betterment for Advisors as our technology platform and custodian to provide our services to our clients. This offers you access to a mobile app you can download to your smartphone. Since

How to Add or Change Your Bank Account at Embark One of the features of investing with Embark is the ability to electronically transfer funds from your bank checking account into your Embark account.  Electronic ACH transfers are easy, safe, and cost-effective.  When linking a

How to Access Your Monthly Statements at Embark When you open your account at Embark, you receive monthly statements which include holdings, balances and transactions that occurred in each account during the most recently completed quarter. A separate statement is created for each account registration. 

Who is Eligible to Contribute to a Roth IRA? The Roth IRA was established by the Taxpayer Relief Act of 1997 and named after one of its chief proponents, Senator William Roth of Delaware. The primary difference between a Roth IRA and a Traditional IRA

How to Delete an Unwanted Goal at Embark Having your dashboard full of unwanted and unfunded goals can make it difficult to gauge your financial situation. Clean up your dashboard by deleting these old and unnecessary goals. How to Delete a Goal Log into your

Updating Your Personal Information at Embark Embark provides you with the ability to control your investment and your future.  You select your goals, decide how much you want to invest, and track your progress. If you need further help, we offer access to a CFP®

How to Add Beneficiaries to Your Embark Accounts When you open an account and set up a goal with Embark you have the option of adding beneficiaries to each of your accounts. This should be a priority, adding beneficiaies is an important step to ensuring

Embark Portfolio Holdings When you open an account with Embark, an initial portfolio allocation is recommended based on your selected personal goal type. Each portfolio or model is comprised solely of exchange-traded funds (ETFs). There are currently approximately 30 ETFs that are across our universe

Goals-Based Investing with Embark Goals-based investing is a more “client-centric” process that is focused on measuring progress towards your goals rather than a focus on generating the highest possible return or “beating the market”. The process requires investor involvement because you determine your desired tangible