Webull Smart Advisor

Simple
Tailored
Regimented

Start a new way to AUTO-INVEST.

Goal-Planning Tool NEW FEATURE
Low Minimum Investment
Balanced Risk Allocation
Hands-Off Portfolio Monitoring
Get Started
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This information is for informational purposes only. Individual investor results may vary.
This information is for informational purposes only. Individual investor results may vary.

NEW FEATURE

Goal-Planning Tool

Set personalized goals, track your progress,
and get closer to achieving your objectives.

Wondering how to get started?

1Download the Webull App

2Go to Markets

3Find Start Goal-Planning

4Choose Your Goal

Get Started
NEW FEATURE: 6 Personalized Goals
Tap on any of the 6 goals below to learn more.​
BUILD
WEALTH
PLAN FOR
RETIREMENT
SAVE FOR
EDUCATION
SAVE FOR
EMERGENCIES
SAVE FOR A
DOWN PAYMENT
SAVE FOR
ANYTHING ELSE

What Is A Robo-Advisor?

Learn More

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