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Transamerica® ALPHA

Transamerica Alpha

A secure financial future isn’t a goal reserved just for the wealthy. Transamerica Financial Advisors Inc. (TFA) is dedicated to sharing financial tools and solutions that allow people from all walks of life to create an individualized investment strategy.

What is Transamerica ALPHA?

Transamerica ALPHA Digital Investment Program gives you access to a TFA Investment Advisor Representative, professional money management, and a host of online tools designed to monitor and manage your investments.  Powered by Betterment, Transamerica ALPHA gives you access to technology that manages your investments in a customized, globally diversified portfolio. There is no minimum investment required to open a Transamerica ALPHA account, and the platform’s goal-based and investment algorithms let you know if you are on track to meet your investment goals.

Transamerica ALPHA allows you to:

Manage Investments

 

Manage investments by setting a goal and strategy that can include investing in customized, diversified portfolios of stock and bond Exchange-Traded Funds (ETFs), in a ROTH IRA or traditional IRA, or a trust account

Monitor Investments

 

Monitor investments on a single, consolidated online statement

Save Time

 

Save time through the platform’s automation features, including tax-efficient rebalancing, automatic dividend reinvesting, and automatic deposits

Save Money

 

Save money – there are no charges for trades or transactions with Transamerica ALPHA. Instead, you pay an investment advisory fee based on your total account balance

Transamerica Financial Advisors, Inc. (TFA) is a SEC Registered Investment Advisor. Betterment LLC provides automated investment advisory services by managing investments in a customized portfolio for TFA clients through the Transamerica ALPHA program. Betterment LLC acts as a sub-advisor in this capacity and is also a SEC Registered Investment Advisor. Assets in a Transamerica ALPHA account will be held at Betterment Securities, a SEC registered broker-dealer, member FINRA and SIPC.