How to Review and Update your Financial Profile at Embark Why Review and Update your Financial Profile? Keeping your financial profile up to date is an important step in ensuring that your investment strategy, account recommendations, and tax settings remain aligned with your personal financial

How and When Your Portfolio is Rebalanced at Embark What is portfolio rebalancing? Over time, the value of individual ETFs in a diversified portfolio moves up and down, drifting away from their target weights.  For example, over the long term, stocks generally rise faster than

How to Access and Download Your Tax Forms When you hold an account with Embark, you may receive annual tax documents that report investment income, gains/losses, contributions, or distributions made during the previous tax year. These forms are prepared and issued by Betterment for Advisors,

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®