WestStar Digital Portfolio: Advisor-Guided

Continue Building Your Wealth Today With The
Guidance Of A Local WestStar Investment Advisor!

The WestStar Advisor-Guided Digital Portfolio provides access to diversified, fiduciary-based, indexed model portfolios. Benefit from the expertise of our Wealth Management Division and grow your wealth using goals-based strategies with guidance from our Advisor. This portfolio requires a $100,000 minimum opening balance and offers a low-cost annual fee* of 0.75%.

To have our Investment Advisor contact you, please complete and submit the form below.

Notice:
Account Transactions for WestStar's Digital Investment Portfolios will be processed by Betterment, LLC. Technology.
Electronic Communications may also be sent on WestStar’s behalf from Support@bettermentforadvisors.com


Disclosures:

WestStar Bank offers investment services, on a fee-only basis, through its Wealth Management & Trust Services Division. WestStar does not offer commission/trading accounts, margin accounts, securities trading, or proprietary funds.

*Fees are based on each account's daily average balance each month, billed in arrears, and will be deducted from the account three days after the transaction date, following the settlement of the trade(s) made to fund the fee. For Advisor-Guided accounts only, a minimum annual fee of $750 applies. 
 
 
 
 
 
 
THESE ACCOUNTS ARE:
  • NOT INSURED BY THE FDIC;
  • NOT A DEPOSIT OR OTHER OBLIGATIONS OF WESTSTAR BANK AND ARE NOT GUARANTEED BY WESTSTAR BANK; AND,
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED.