Contact us

Speak to us directly

1.866.825.3005

9am to 5pm ET Monday to Friday

Our team is on hand to assist if you wish to find out more about Covestor or discuss your account.

Request a callback

Mailing address

  • United States
  • 175 Federal St
  • Suite 825
  • Boston
  • MA 02110
  • United Kingdom
  • 1 Duchess Street
  • London
  • W1W 6AN

Signed agreements should be mailed to our Boston office

Fax
1.857.453.4530

Need more help?

  • What are the fees?
    Covestor only charges fees on investments you make in your account.  There are no entry fees, exit fees, load fees or other hidden charges. The only other fees you will be charged are those levied by the brokerage. Learn more about Covestor Fees.
  • What is the minimum deposit required?
    To open an account you need to fund it with a minimum of $10,000.  If you plan to invest in a number of portfolios, or those that trade heavily we recommend that you fund the account with a minimum of $30,000 to prevent your account being locked under SEC pattern day trading rules.
  • Can I use the service even if I am not in the US?
    Yes.  US and non-US citizens of at least 18 years of age are able to open accounts, however we don't currently support UK and Canadian citizens or residents of Japan regardless of citizenship.
  • Can I invest in more than one portfolio?
    Yes. You can invest in as many portfolios as you want in a single account. When you sign in to Covestor you can see your positions, both in aggregate and broken out by investment.
  • How long does it take to replicate a trade?
    Typically trades are replicated within one minute. Actual times may vary.
  • Why is there a difference between the manager's performance and my own?
    We call this drift. There are a number of causes of drift including replication time, Risk Score, and stock exclusions. Drift is typically caused by Managers trading outside of the Trading Rules, or in securities that are not replicated for clients. Learn more about Performance Drift.
  • I placed an instruction to invest/redeem a few hours ago. When will the trade orders be executed?
    During market hours instructions are processed in the order they are received. After market hours instructions will be processed at the next market open.
  • Will I be able to invest in all portfolios?
    The subset of portfolios you can invest in is determined by your risk score as well as the type of account you have opened with your broker. Some portfolio managers have opted for accounts with extended trading capabilities (e.g., immediate settlement of trades, ability to use leverage, etc.). If your account does not possess the same abilities, Covestor would not be able to replicate the portfolio managers trades in your account. This is why some portfolios could be unavailable to you. For further details on account types, please call to speak to Customer Service or email us with details.