Set your plan. Investfora handles the rest.
Choose how much, your goal and your risk level. FORA Auto builds a diversified plan across the four strategies and saves it to your account — ready to invest automatically when the strategies open, subject to any applicable suitability and risk requirements.
Build your plan
Illustrative allocationMonthly investment
Your goal
Your risk level
Illustrative allocation. Saving a plan records your preferences on your account — it does not invest anything. Investing will follow your selected strategy and any applicable suitability and risk requirements once the strategies open.
You'll create a free account first — your choices come with you.
Automatic monthly investing
Once the strategies open, your chosen amount is invested across the plan on a set schedule — no manual timing.
Rebalanced periodically
The plan is reviewed and rebalanced on a schedule to keep it close to your selected mix (planned).
Change anytime
Adjust your amount or change your mix whenever you like — your saved plan updates instantly.