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 beneficiaries 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