A clear place to begin
We bring account balances, stock information and portfolio activity together so you can understand where your funds are allocated and how your investments change
Aurel is a new stock investing and education platform for people, businesses and institutions
We bring account balances, stock information and portfolio activity together so you can understand where your funds are allocated and how your investments change
Aurel agents help clients understand the research, choices and steps behind a portfolio. Clients can agree on a plan and receive written updates to review at their own pace
You choose whether to invest independently or work with an agent. An agent can only view or manage your portfolio when you grant access, and you can change that access from your account
Start with one asset, follow its activity and learn how orders work before opening access to more investments. Your account explains the next step as you go