# Connect Invest

> Automated investment advisory service for personalized, tax-efficient portfolios. (iPhone/iPad app by Cambridge Savings Bank.)

- Source: https://appshunter.io/ios/app/connect-invest/id1107998110 (this page in markdown: same URL + `.md`)
- Developer: [Cambridge Savings Bank](https://appshunter.io/developer/443431330)
- Category: Finance, Productivity
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.5 · 39 MB
- Languages: American English
- Released: 2016-05-02
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/connect-invest/id1107998110/reviews.md

## What is Connect Invest?

Simplify your investments with Connect Invest, a new kind of investment advisory service that makes it easy to build a smart, tax-efficient, diversified portfolio at a low annual fee of 0.50%. Whether you are investing for retirement or other long-term goals, Connect Invest keeps you on track by monitoring your investments daily, and making sure your money is always working for you by automatically rebalancing your portfolio and reinvesting your dividends.

FEATURES

A personalized investment portfolio that works for you 24/7, including:

• Personalized portfolio allocation and guidance
Based on your goals and risk preferences, Connect Invest will recommend an investment portfolio tailored to you. Our free, easy-to-use Guidance tool provides in-depth portfolio analysis and recommendations.

• Automated Rebalancing
Whenever your portfolio drifts outside its optimal allocation, Connect Invest automatically rebalances your portfolio.

• Automated Reinvesting
Whenever you receive dividends or deposit cash, Connect Invest automatically reinvests it.

• Cash optimization
Almost all of your cash is always reinvested to avoid the issue of cash drag.


Tax-efficient strategies to minimize your capital gains tax liability and help keep taxes as low as possible:

• Whitelisting
If the holdings you already own are close to what we recommend for you, Connect Invest keeps them in your portfolio.

• Tax-Optimized Sales & Migration
We apply our tax-conscious methodology to minimize taxes when we make a sell in order to maintain your optimal allocation, and when initially converting assets when you transfer your account to Connect Invest.

• Tax Loss Harvesting
We evaluate your portfolio for opportunities offset gains by strategically selling at a loss to help lower your capital gains tax liability - without disrupting your investment plan.

Low fees:
• Pay a low annual fee of just 0.50%. No hidden fees for commissions*, ever. Concierge service through our Investment Advisors:
• Our Investment Advisors are just a call away to help you with guidance, recommendations on your investment strategy, and a personalized plan tailored to your goals.

Complete transparency of your investments:
• With summary reports and regular updates, you can always see what’s going on with your Connect Invest accounts and make adjustments along the way, all directly from your CSB online banking dashboard.

Getting started is easy:
• Simply transfer funds directly from your Cambridge Savings Bank checking or savings account. To get started, you only need $2,000 to invest. 
• You can also choose to have your existing brokerage account managed by Connect Invest. If your account is at TD Ameritrade Institutional, Charles Schwab, or Fidelity, your account will stay at the same brokerage and Connect Invest will manage it from there.

*SigFig Wealth Management is not a broker-dealer and does not charge commissions. When Connect Invest clients transfer existing non-cash assets into a Connect Invest account at TD Ameritrade, Fidelity, or Schwab, those broker-dealers may charge the client commissions if SigFig liquidates those assets. SigFig strives to minimize the commissions that broker-dealers charge its clients, and never charges commissions to Connect Invest clients.

Investment products and services are offered independently by SigFig Wealth Management, LLC.  SigFig and Cambridge Savings Bank are not affiliated.  Products and services made available through SigFig are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of the principal amount invested.

## Key features

- Personalized portfolio allocation
- Automated rebalancing
- Automated dividend reinvesting
- Tax-loss harvesting
- Tax-optimized sales
- Investment advisor support
- Low annual fee


## Frequently asked questions about Connect Invest

### 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.

## Version history (last 5 releases)

### 1.0.6 — 2022-04-22

Minor technical updates.

### 1.0.5 — 2019-02-28

Bug fixes and stability improvements.

### 1.0.4 — 2018-08-24

• Login Changes -  Resolved loading issues users were having on login. 
• Bug Fixes and Performance Updates

### 1.0.3 — 2016-08-27

Bug fixes and performance improvements.

### 1.0.2 — 2016-07-09

Bug fixes and stability improvements.

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## More apps by Cambridge Savings Bank

- [Cambridge Savings Bank](https://appshunter.io/ios/app/cambridge-savings-bank/id443431327)
- [Ivy Bank](https://appshunter.io/ios/app/ivy-bank/id1507196651)
- [CSB Business Mobile Banking](https://appshunter.io/ios/app/csb-business-mobile-banking/id1617319698)
- [CSB Mortgage](https://appshunter.io/ios/app/csb-mortgage/id6741442518)
- [Cambridge Savings Bank (CSB)](https://appshunter.io/ios/app/cambridge-savings-bank-csb/id6758106266)

All apps by Cambridge Savings Bank: https://appshunter.io/developer/443431330

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*