Can I change my investments?
Your Starlight portfolio is customized to your investment profile – risks, goals, and timing. We selected the investments in your portfolio to provide you with an appropriate balance of funds based on diversification, cost-effectiveness, and potential performance. Although you may not be able to directly change the investments in your portfolio, you may make changes to the types of investments, by changing your portfolio questionnaire answers to better reflect your investment goals.
What type of performance can I expect?
Our portfolios were created to provide investors of all size access to competitive, diversely invested investment portfolio. Though we can’t guarantee performance, we do offer investments that are assigned to client based on their risk profile, financial goal, and desired investment management style. To view the hypothetical performance of our investment portfolios, please visit: httpsss://starlightportfolios.com/about-our-portfolios/.
How do I open an account?
To open an investment account with Starlight Portfolios, please visit the following link and create login credentials (username and password): httpsss://invest.starlightportfolios.com. Prior to account opening, you’ll have to complete the risk tolerance questionnaire which will direct you to the portfolio that best fits your risk profile.
The following Investors Guides will assist you in the process of registering your account, building your portfolio, and opening your investment account.
Where is my money held?
Your investments with Starlight Portfolios are held with TD Ameritrade, which is a third-party clearing firm, providing extra security for your investments.
Is there a minimum deposit or balance?
At Starlight Portfolios, our goal is provide all investors, regardless of account size, with access to reliable investing products and services. This means, an investor doesn’t have to open or maintain their account with a minimum balance. We see your investment as the beginning of a relationship and will provide you with quality service, regardless the size of your account.
Is my personal information safe?
Starlight Portfolios is committed to maintaining the safety of all personal information you provide. Starlight Portfolios has relationships with affiliated third party companies, leaders in the financial services and technology industries, who uphold the highest levels of privacy protection. Example of these companies include financial and non-financial companies that perform services such as data aggregation and investment account management and trading on your behalf. We may share information with related affiliates, as permitted by law, in order to better meet your financial needs.