Bank may from time to time request information from you in order to evaluate a continuation of the Services to be provided by Bank hereunder and/or adjustment of any limits set by this Access Agreement. You agree to provide the requested financial information immediately upon request by Bank, in the form required by Bank. If you refuse to provide the requested financial information, or, if Bank concludes in its sole discretion that your risk to Bank is unacceptable, Bank may terminate the Services according to the provisions hereof. You authorize Bank to investigate or reinvestigate at any time any information provided by you in connection with this Access Agreement or any Services.
Robo-advisors are diversified investment accounts that are automatically managed by a computer algorithm (as opposed to a human money manager). If you want to invest, but don’t have the money, or don’t want to invest with a money manager, robo-advisors are for you! Robo-advisors make investing easier—and cheaper—so they’re perfect for new investors.