Investment Plan Methodology Disclosures

Investment Plans are designed to help you find securities that match your trading goals, allowing you to create a customized portfolio of assets based on your trading ideas, or choose a predefined plan to help you get started. To assist you in discovering assets that may align with your interests or goals, you can explore and edit sample Investment Plans created using defined criteria outlined in the related Investment Plan Methodology listed below. Criteria and inputs entered are at your sole discretion, and all Investment Plans with pre-selected criteria (including Sponsored Investment Plans) are solely for your convenience. Sponsored Investment Plans are provided by independent companies unaffiliated with, and are denoted with “Presented by”. A sample Investment Plan should not be considered a recommendation of an Investment Plan overall, or a recommendation of its individual holdings or default allocations.

By your use of the Investment Plans tool for your personal non-business purposes, you accept all responsibility for its use and implementation and for appropriate ongoing follow-up to ensure that you are meeting your individualized interests and goals. As with other investments through, you must decide for yourself if an investment in a security is consistent with your evaluation of the security, your investment objectives, your risk tolerance, your investment time frame and your broader financial situation. By making the Investment Plans tool available to its members, is not recommending or endorsing it. Further, assumes no responsibility for the accuracy, completeness or timeliness of any point-in-time Sponsored Investment Plan allocation or for updating such allocation, which is subject to change without notice at any time. does not provide investment, tax or legal advice.

Methodologies used by sample Investment Plans, including Sponsored Investment Plans, can be found below and are organized alphabetically for your convenience.

Full disclosures are available at