Archived App (Last seen on 13 Oct 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Automate your investment portfolio for long-term goals with personalized guidance and tax-efficient strategies. This service monitors your investments daily, rebalances your portfolio, and reinvests dividends to maximize your returns at a low annual fee.
What's New in Connect Invest
1.0.6
April 22, 2022
Minor technical updates.
Developer apps
FAQ
What is the annual fee for Connect Invest?
Connect Invest charges a low annual fee of 0.50%. There are no hidden fees for commissions. This fee covers the automated management and advisory services provided.
How does Connect Invest help with taxes?
Connect Invest employs tax-efficient strategies such as whitelisting, tax-optimized sales and migration, and tax-loss harvesting to minimize your capital gains tax liability and keep taxes as low as possible.
What is the minimum investment required for Connect Invest?
Getting started with Connect Invest is easy, and you only need $2,000 to invest. Funds can be transferred directly from your Cambridge Savings Bank checking or savings account.
Can Connect Invest manage my existing brokerage account?
Yes, Connect Invest can manage your existing brokerage account. If your account is at TD Ameritrade Institutional, Charles Schwab, or Fidelity, your account will remain at the same brokerage, and Connect Invest will manage it.
How often is my portfolio monitored and rebalanced?
Connect Invest monitors your investments daily and automatically rebalances your portfolio whenever it drifts outside its optimal allocation to ensure your money is always working for you.
What kind of support does Connect Invest offer?
Connect Invest offers concierge service through its Investment Advisors. They are available by phone to provide guidance, recommendations on investment strategy, and a personalized plan tailored to your goals.
Does Connect Invest have ads?
No, Connect Invest is ad-free. The application does not contain advertisements, allowing for a seamless user experience focused on managing your investments.
What devices is Connect Invest available on?
Connect Invest is available on iPhone, iPad, and iPod. The application is designed to provide a comprehensive investment management experience across these Apple devices.
