SmartDeposit is another wonderful feature created by our friends at Betterment. It’s an automated cash investment tool that puts more of your money to work by investing your excess cash. That means no more manually figuring out how much to invest each month or stressing over whether you are saving enough to reach your Cambria Investments goals. And, you have total control over the entire process with the liquidity you need. Here’s how it works:

  1. You tell us the maximum amount you need in your bank account.
  2. You set how much we invest at a time.
  3. At least once a week, we automatically invest any excess cash up to the amount you set.
  4. You will receive notifications before any transfers, so you can modify or cancel.
  5. You can access your money at any time, with no Cambria Investments fees. Please keep in mind that there may be tax implications when selling your securities.