TAKE CONTROL WITH FTB DIGITAL ADVISOR
Money management that puts you in charge
FTB Digital Advisor

Investing doesn’t have to be intimidating or complex. FTB Digital Advisor makes it easy to get started and stay on track with smart, investment management services delivered online for enhanced clarity and convenience.

You’ll be up and running in no time with an investment strategy that fits your financial goals and gives you access to a wealth management system that makes tracking your progress simple and straightforward.

Investing made easy.

Traditional investing can be time-consuming – tracking stocks and poring over trends. FTB Digital Advisor delivers the information to you, so you can make smart choices without investing too much of your time.

  • Signup is easy.
  • No paperwork to complete.
  • Check your progress 24/7.

Control you can count on.

Your goals drive everything. FTB Digital Advisor makes it easy to get started and stay on track with smart, investment management services delivered online for enhanced clarity and convenience. You will have access to a wealth management system which includes these features:

  • Enjoy a consolidated view of all of your accounts.
  • Track your net worth right from the dashboard.
  • Secure important documents in the system’s online vault.

Straightforward, upfront pricing.

With FTB Digital Advisor, you pay one transparent program fee.


3 steps to get started

Questions

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Answer a few questions about yourself and your goals.

Develop

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We develop and recommend an investment strategy based on your answers.

Start

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You open your account, fund it, and you’re on your way.