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a woman managing her investments with Broadway Banks Insight Digital platform

Insight Digital

Guided online investment platform that puts you in control

The very best in portfolio management is no longer restricted to the super wealthy. In fact, it’s no longer restricted to an advisor’s office and a set schedule. Insight Digital is a guided, online investment platform that gives you access to the expertise, the tools and the resources to take control of your financial independence. Just complete these three simple steps to get started:

  • Step One: Set aside a minimum $500 investment
  • Step Two: Complete a simple, yet comprehensive questionnaire
  • Step Three: Select a professionally managed portfolio and open your account online

We’ll get to know your investment outlook and risk tolerance, and we’ll use your short- and long-term goals to create an investment plan with a ‘you-focused’ approach to investing. We’ll put our investment team to work investing your assets and managing your portfolio, all for an affordable annual fee of 0.50%. Plus, you’ll have convenient, 24/7 access to monitor your accounts on your desktop or mobile device.

It’s just that easy

Retirement Planning | Investment Management | Major Purchase & Education Strategies

Take Control of Your Financial Journey

mail_outline Email Wealth Management (210)283-6700 Local (800)531-7650 Toll Free

Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE