Quiz: Which investment accounts are right for you?

Nov. 8, 2023 ·2 min read

What we'll cover

Investing with multiple accounts
How to pick an investment account mix
Why you might want multiple accounts

When it comes to making the most of your money, sometimes the best approach is a mix based on your specific needs and circumstances.

Whether you have an eye on the future with retirement or a college savings fund for your kids, or on the present, investing in the companies you value, you don't need to settle on any single investing strategy. Different accounts can serve your different goals, risk tolerances and time horizons, whether it's an automated Robo Portfolio, a hands-on Self-Directed Trading Account or a dedicated advisor through Personal Advice.

Take our quiz to get a sense of what you can do with a mixed approach to investing.