Personalized, Affordable Investing Made Simple.
Polaris Digital Advisor Connection is designed to make investing easier and more affordable for everyone. From your phone, tablet, or computer, we'll walk you through the process of selecting your investment goal and will design a personalized portfolio to match your risk tolerance and time horizon. Once your account is open, you can track your goal progress, monitor performance, and know your investments are being monitored by the professionals at Polaris Portfolios.
How It Works
Choose which life event you want to invest for and Polaris Digital Advisor will design a personalized plan based on your financial situation and investor personality.
Polaris Digital Advisor invests your money in a diversified portfolio comprised of its proprietary investment strategies.
Polaris Digital Advisor automates your deposits, rebalances your portfolio, and minimizes your taxes, allowing you to enjoy the life events you planned for.
Frequently Asked Questions
Why is Polaris Digital Advisor Connection being offered by Bank of Bozeman?
How do I open an account?
HOW MUCH DOES IT COST TO INVEST WITH POLARIS DIGITAL ADVISOR CONNECTION?