About Us Careers Contact Us ATMs & Branches 888.418.5626 Personal Small Business Commercial Online & Mobile Community Relations Learning Log In Get Started CONNECT INVESTSM Put your money to work and your mind at ease Start Now Watch Video has popup Tour | How it Works | Meet Advisors | FAQs TELL US ABOUT YOURSELF Welcome. To find the portfolio that best suits your needs, we need a little bit of information from you first. How may we help you? I am years old and I want to invest for the investment horizon change selection. no selection has been made. , collapsed term. Investors with Connect Invest can see up to 4%* higher returns than the average mutual fund investor X-axis represents average mutual fund investor performance over time; mutual fund performance will vary year-over-year. * Disclosure Commission-Free Trading +0.2% ETF Tax Advantage +0.1% Tax-Optimized Sales** +0.2% Tax-Loss Harvesting** +0.2% Tax-Aware Allocation** +0.2% Tax-Efficient Migration** +0.2% Automated Reinvestment +0.1% Automated Rebalancing +0.4% Efficient Allocation +0.3% ETF Advantage +2.1% + Roll over items for calculations ** Values vary by client circumstance How does Connect Invest Work? Investing you can count on, 24/7 Convenient Easy access to your investment portfolio through your CSB online banking dashboard. Personalized A portfolio that's customized to your investing preferences and financial goals. Concierge Service An investment consultant that's available whenever you are. Have Questions? Talk to an Advisor Simple 0.50% annual fee. No hidden fees or commissions.1 Make more money by paying less in fees. YOUR INVESTMENT $80,000 Monthly fees with a Traditional Advisor $86.67 Monthly fees with Connect Invest $33.33 Potential Gain in 20 Years $35,188 Disclosure 1 When Connect Invest clients transfer existing non-cash assets into a Connect Invest account, there may be brokerage commissions or other charges related to the liquidation of those assets. The “in kind” transfer or liquidation of assets may also have tax consequences for the client. Clients should consult with their tax consultant. Get Started with Connect Invest Easily access Connect Invest and get expert advice on the go Check in on performance Visualize the performance of all your accounts in one place on your preferred device—iOS or Android. Avoid common investment mistakes Get an in-depth view of your synced external investment accounts and see how Connect Invest can help fine tune your portfolio. Stay the course with smart investing Create a personalized investment plan tailored to your goals and track your investments from anywhere. When your portfolio drifts from its optimal allocation, Connect Invest will automatically rebalance and reinvest extra dividends. Create stability for you and your family TERMS · FORM ADV · FORM CRS · SECURITY · PRIVACY Connect Invest investment products and services are offered independently through SigFig Wealth Management, LLC, an SEC registered investment advisor. Investment accounts are custodied at brokerages that are members of FINRA/SIPC. SigFig and Cambridge Savings Bank are not affiliated. Products and services made available through SigFig are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested. SigFig Wealth Management, LLC investment recommendations rely on historical data. Historical performance is not a guarantee of future returns. SigFig Wealth Management, LLC is an SEC registered investment advisor. © Non-CSB content 2020 SigFig Wealth Management. All Rights Reserved. CAMBRIDGE SAVINGS BANK, the CSB Logo and CONNECT INVEST are trademarks and/or registered trademarks of Cambridge Financial Group, Inc. Find a Cambridge Savings Bank near you. Join Us on: Quicklinks Banking Checking Savings Debit Mastercard® Small Business Checking Savings Small Business Lending Cash Management Borrowing Mortgages Home Equity Auto Loans Personal Loans Commercial Commercial Real Estate Corporate Banking Cash Management Services Investing Connect Invest℠ Retirement Savings Options Mobile Banking CSB Mobile Banking Online & Mobile Online Banking Careers Open Positions How can we help you? Cambridge Savings Bank 1374 Massachusetts Avenue Cambridge, MA 02138 888.418.5626 Careers Disclaimer Privacy Policy ©2021 Cambridge Savings Bank. All Rights Reserved. loading