Investments
Advisor-led portfolios, index funds, retirement accounts and alternative investments — all connected to your Shore accounts.
Diversified portfolios rebalanced automatically for you.
Roth, traditional and rollover IRAs with zero account fees.
Direct access to Treasuries, munis and investment-grade bonds.
Book a certified advisor for one-on-one planning.
Private credit, real estate and thematic ETFs.
Trade stocks and ETFs commission-free from the app.