Confident, professional wealth advisor stands alone with her arms crossed in a bright yellow jacket in a dark office

WealthBuilder

An investment program powered by science and built for you.
START YOUR PROFILE

Build for your future, today.

WealthBuilder was created here at People’s United Advisors, to deliver our best thinking to you.

It's Simple

Answer a few questions about yourself and we will recommend smart investment options tailored to you.

It's Scientific

Our science-based investment selection process delivers diversified time-tested investment strategies.

Annual fee 0.50%. Investment minimum $5,000.

How WealthBuilder works

Let's get started

First, answer a few questions about yourself, your risk tolerance and your investment goals.

A screenshot of the WealthBuilder platform illustrating how to get started on your customized investment strategy
A screenshot of the WealthBuilder platform illustrating a question to establish your investment strategy

We’ll suggest an investment strategy

Based on your responses, we’ll suggest investments that best help you reach your goals, safely – and, we’ll tell you why we’re suggesting the investments.

If you’re ready, open and fund an account

We make it easy to open and fund your account - when you are ready and where you are ready.

Start building for your financial future today.


Annual fee 0.50%. Investment minimum $5,000.

A screenshot of the WealthBuilder platform illustrating a question to establish your investment strategy

What will you build?

Let’s put science on your side and invest together.

Set your foundation

WealthBuilder from People's United Advisors constructs a diversified portfolio of low-cost index funds, mutual funds and ETFs that seeks to maximize returns while managing risk according to your self-assessed risk profile.

Own an agile portfolio

As markets move and economic conditions change, we’ll appropriately re-balance your portfolio - so you don’t have to.

Mitigate investment risk

WealthBuilder factors in your unique investment goals and constructs a well-diversified portfolio of investments spanning across the most appropriate asset classes, sectors and investment types.

Frequently Asked Questions

WealthBuilder is an online portfolio management solution. Simply answer a few questions about what you’re investing for, your risk tolerance and time horizon, and we’ll recommend smart investment choices tailored to your goals. In keeping with your suitability requirements, our portfolios are globally diversified and consist of mutual funds and / or exchange-traded funds (ETFs). When selecting funds, we will make recommendations that help to control costs and taxes. We’ll pick the allocations and investments that will best meet your goals and put your money to work for you. Also, we will automatically rebalance your portfolio and reinvest dividends.

WealthBuilder’s online financial advice is available for 0.50% per year. This is our Digital Only plan because you receive our advice online only. For 0.75% per year, you can opt for our Remote Advisor plan which in addition to the services provided in the Digital Only plan, also provides over-the-phone access to our Advice Center and licensed financial experts.

People’s United Advisors utilizes TD Ameritrade to custody your assets. As of February 2019, TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors.

Build for your future with WealthBuilder

Experience a simple and scientific online investment and portfolio management solution to help you build for your future.

Red and blue telephone. Call this phone number for help, to speak with an expert or for more information

Call us (833) 876-6811
Monday - Friday 8:30 am - 5:00 pm ET

A red and a blue person

Visit a local branch near you

People's United Advisors official logo

Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


ADV Part 2A-2B - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

© 2019 People's United Bank, N.A.