About
Frequently Asked Questions
Everything you need to know about the Merix Securities Intelligent Portfolios program.
What is Merix Securities Intelligent Portfolios?
Merix Securities Intelligent Portfolios is a fully automated investment advisory service. Our robo-advisor builds a diversified portfolio of ETFs tailored to your financial goals and risk tolerance, then monitors and automatically rebalances it — all with no advisory fees and no commissions.
What is the minimum investment?
The minimum investment to open an account is $2,000. You may fund your account in up to 3 stages within the first 30 days of enrollment.
Are there any fees?
There are no advisory fees and no commissions. You pay only the operating expense ratios embedded in the ETFs themselves. Small SEC regulatory fees may apply on sell orders as required by law.
How long is the program?
The program runs for 7 months. Participants who complete the full 7-month cohort receive a certificate of completion. Full withdrawal access to your portfolio becomes available after program completion.
Can I withdraw funds during the 7-month program?
Yes. During the 7-month program period, you are permitted a minimum withdrawal of $50 once per month. Full access to your funds is granted upon successful completion of the program.
What types of assets will be in my portfolio?
Your portfolio is diversified across U.S. large company stocks, U.S. high dividend stocks, U.S. small company stocks, international and emerging market stocks, REITs, ETFs, and an FDIC-insured cash component. Our algorithm screens a broad universe of ETFs down to approximately 50 best candidates before making allocations.
How does the robo-advisor rebalance my portfolio?
Your portfolio is monitored daily. When any asset class drifts away from its target allocation weight due to market movement, the robo-advisor automatically rebalances your holdings back to the target — keeping your portfolio aligned with your goals without any manual action required from you.
What account type is supported?
We currently support Individual Accounts. This is an individual investment account held in your name.
Is there a satisfaction guarantee?
Yes. If you are not satisfied with the program, you may request a full refund within 50 days of the fee being charged. Your refund will be credited back to your account within approximately 4 weeks of the request being approved.
Is 24/7 support available?
Yes. Our U.S.-based service professionals provide 24/7 live support. Whether you have questions about your portfolio, the program structure, or your account, help is always available.
How do I get started?
Simply create an account and fund it with a minimum of $2,000. You can complete your funding in up to 3 stages within 30 days. Once funded, our robo-advisor will get to work building and managing your portfolio automatically.