CushonMe is a free service that checks five key things about your investment each day:
- Projected returns: We look for other investments that might offer you a better return.
- Performance: We check how your investment has been doing recently, to see if it’s meeting or missing expectations.
- Target: We make sure your investment is on track to meet your goals.
- Risk and return: We watch if the risk level or expected returns change, due to things like market swings or a different mix of investments.
- Charges: We see if there are similar investments with lower charges that could give you the same or better returns.
We only let you know when something important needs your attention. For example, we won’t alert you if a new fund’s charges are only 0.02% lower. But if the market is unsettled and your investment faces a higher risk of loss, we’ll let you know right away.
Once a month, you’ll get an email with a summary of these checks. You can also see the daily results any time in the CushonMe tab in your account.
CushonMe will alert you about certain changes, but you always make your own decisions about your investments.