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Getting started with Digital Advisor

Select the area closest to you to connect with your dedicated iQ Investment Services financial advisor and begin enrollment.

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Everywhere Else

Oregon & out-of-area members

Live outside our Washington service area? We’ll connect you too.
Your advisor: David Miles

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Why Choose Guideded Wealth Portfolios (GWP)?

Why Choose Guideded Wealth Portfolios (GWP)?

Personalized Plan Made Just for You                                            
Fill out our brief online questionnaire to receive your personal portfolio recommendation. The portfolio recommendation is free and available to you for 45 days. Should you choose to invest with GWP, your investment strategy will automatically adapt as your goals and needs change.

Intelligent Technology                                              
Our algorithm-enhanced program uses comprehensive investment techniques to generate dynamic advice based on your risk tolerance, time horizon and goals. Manage investments anytime, anywhere with GWP's easy-to-use, online account portal or speak to a financial consultant with our team.

Affordable Investing                                                
A minimum investment of $5,000 is all it takes to get you started.