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Digital Investing Made Easy!

Let IQvestment guide your investment journey

At AST we have collaborated with IQvestment, an SEC-registered internet investment advisor and leader in digital investing, to bring you a sophisticated yet simple investment solution.

 

IQvestment offers professionally managed, automated portfolios matched to your specific needs and tolerance for risk. 

 

Let IQvestment's cutting-edge investment technology simplify your investment needs.

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Paperless, Digital Onboarding

IQvestment's 100% paperless, digital onboarding makes account opening a breeze.

 

Simply fill out a risk tolerance questionnaire and provide some additional information and you're off and running in as little as 10 minutes. 

Intelligent Portfolio Matching

IQvestment matches you with a portfolio that's just right for you.

 

Just answer a few short questions about your tolerance for risk, your investment experience and goals while IQvestment's sophisticated technology creates a portfolio tailored specifically to your stated objectives.

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Investment Monitoring

Clients are provided an easy-to-use, elegant investor dashboard where they can track investments, securely link bank accounts and retrieve important investment and tax documents. 

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Seamless and Secure Funding

Link your bank and investment accounts seamlessly and securely to fund your portfolio.

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Make deposits anytime you'd like or set automatic, recurring deposits.

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Whichever method you choose IQvestments platform makes it secure and simple.

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Contact IQvestment

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IQvestment 

12 Gill St. Ste. 5450

Woburn, MA 01801

The following disclosures are being provided in accordance with Rule 206(4)-3 under the Investment Advisers Act of 1940.

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American Stock Transfer & Trust Company, LLC (the “Solicitor”) and IQvestment, LLC (“Investment Advisor”) have entered into a written agreement (the “Solicitor Agreement”) whereby Solicitor agreed to introduce prospective clients to the Investment Adviser in consideration for payment.​

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•    Solicitor and Investment Advisor have entered into a written agreement (the "Solicitor Agreement") whereby Solicitor agreed to introduce prospective clients to the Investment Advisor in consideration for payment.

•    Investment Advisor will pay Solicitor a proportionate share of any and all fees paid, including, without limitation, investment advisory fees paid per annum, by Client to Investment Advisor as set forth in the Solicitor Agreement.

•    The Investment Advisor does not charge Clients a specific additional amount as a result of having been referred through Solicitor. However, because the amount of fees Investment Advisor will charge Client for investment advisory services (and the related calculation methodology) is different than would be the case for any new client who was not referred by Solicitor, whether Client will pay higher advisory fees as a result of having been referred by Solicitor will depend on the value of Client's account.   The Advisor customarily charges clients not referred by Solicitor $9.95 per month ("Customary Charges"). Investment Advisor will charge Clients referred by Solicitor a cumulative annual fee (billed monthly) equal to thirty-five basis points (0.35%) of the assets of Client under management. For Clients referred by Solicitor with account assets valued at $34,115 or less, the Investment Advisor's fee wil1 not exceed the Customary Charges; the differential amount by which the fee would be less than the Customary Charges can be calculated by subtracting the client' s assets under management from $34,115 and multiplying the result by 0.0035. Accordingly, for Clients referred by Solicitor with account assets valued at greater than $34,l I 5, the Advisor's fee will exceed the Customary Charges; the differential can be calculated by subtracting $34,l I 5 from the amount of Client's assets under management and multiplying the result by 0.0035.
•    Solicitor is an independent contractor, and is not an affiliate, agent, representative, partner, customer, or employee of Investment Advisor.

•    Solicitor is not authorized to and will not provide investment advice or manage investments on behalf of Investment Advisor.

•    Solicitor does not have authority to accept a client agreement on behalf of Investment Advisor or to collect or receive payment in its own name for any of the Investment Advisor's services. All client agreements with the Investment Advisor are subject to acceptance by the Investment Advisor.

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To download IQvestment's latest ADV2B please click the pdf icon below

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