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PCCU introduces VirtualWealth® robo-advice

Now investors have a new way to save for their financial goals

Until now, investors could work with an advisor or they could self-manage their own investments.  Now there's another option:  robo-advice (or digital advice).  In partnership with Qtrade Financial Group, PCCU is offering VirtualWealth to its members. 

VirtualWealth is a simple, easy-to-use online investing service that matches investors with a tailored portfolio based on their goals, timeline and tolerance for risk.  Each portfolio holds a professionally managed, well-diversified mix of low-cost exchange-traded funds, which is automatically rebalanced to the investor's target asset allocation. 

Getting started with VirtualWealth is quick and easy.  Investors answer a set of risk-and goal-based questions, and the service suggests a portfolio designed to deliver the right balance between growth potential and capital protection.  The entirely digital (paperless) onboarding and funding process takes just a few minutes to complete. 

Watch the short video below and to learn more, please click here.
 

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