Invest for what matters to you
Everyone has their own goals. A dream home. Children’s education. A trip to the moon. No matter what your goals are, Streamline works hard to help you reach them.
Smart investing is the key to building wealth.
Your financial life, all in one place.
Seeing all of your money in one place helps you keep track of your finances and helps us provide you with better advice. We’ll even give you guidance on accounts held outside of Streamline.
What makes Streamline better?
Build your ultimate account.
Invest your way, with various portfolio options, adjustable risk levels, and savings features.
Our portfolios are made of ETFs (rather than a few stocks) to help your money grow with less volatility.
Keep things simple with one low, annual fee of 0.65%.
Invest with your values.
Our Socially Responsible Investing helps you make an impact without sacrificing your performance goals.
Save on taxes.
Get automated and optimized tax strategies to help you take home more.
Track your finances.
Connect all outside accounts and manage your financial life in one place.
Purpose-built investing portfolios.
Depending on what you’re investing for and when you want it, we’ll recommend a portfolio specific to you. Built on Nobel Prize-winning research, your diversified portfolio is designed to help you earn more and achieve your goals.
Align your values and investments
Introducing our new and improved Socially Responsible Investing (SRI) portfolio options. Invest globally in companies that align with the causes you care most about, without sacrificing your performance goals.
Built on smart tax strategies.
Most people don’t spend their days thinking about tax savings, but we do. Our behind-the-scenes, automated strategies like asset location and tax loss harvesting are the foundation to helping you achieve your goals.