Webull Smart Advisor

Intuitive
Tailored
Secure

A new way to AUTO-INVEST

Where to Start? APP>Markets>Automate Your Investing

Low Minimum Investment
Personalized risk distribution
Hands-off Portfolio Monitoring
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Webull Smart AdvisorYour AI Money Manager
This information is for informational purposes only. Individual investor results may vary.

Distinctive Balance of Risk and Potential Return

A 130-member investment team actively manages your portfolio allocations based on quantitative analysis and qualitative insight.

Instantly View Your Investments

Stay in control of your investing strategy and track your performance through interactive tools.

Receive A Customized Portfolio

Your money is put into an expertly built portfolio containing a range of investment products based on your risk tolerance.

Important Disclosure: The model portfolios primarily utilize ETFs that make payments to SSGA Funds Management, Inc. or its affiliates (collectively "SSGA") for advisory or other services, which presents a conflict of interest for SSGA. Income earned by SSGA would be lower, and the returns generated by implementing one or more model portfolios might be higher, if the model portfolios were to be constructed using ETFs or other investments that do not pay fees to SSGA.

Simplicity

You only need a small initial deposit to get started—leave the rest to us. We handle all aspects of portfolio management.

Peace of Mind

Webull Smart Advisor helps with day-to-day management by monitoring your portfolio, and it automatically rebalances it when necessary to keep you on track.

2-in-1 APP

An app for both auto-investing and self-directed trading.

Disclaimer: Investment management and advisory services are provided by ("Webull Advisors"), an SEC-registered investment adviser. Investing
involves risk, including the possible loss of principal invested. Past performance does not guarantee future results.
Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. View more

What Is A Robo-Advisor?

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Risk Assessment

Answer a few questions to let
us know your willingness to
take on risk.

Funding Your Account

More choices, more flexibility.
Fund via:
1. ACH
2. Wire transfer
3. Your individual account cash balance

Check Your Performance

Review your portfolio performance
on the go.
See how much you’ve earned
based on the amount you invested.

This is not an actual client portfolio and is for demonstration purposes only.

FAQs

Disclaimer: Investment management and advisory services are provided by Webull Advisors LLC ("Webull Advisors"), an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal invested. Past performance does not guarantee future results. Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. View more