Frequently Asked Questions

Frequently Asked Questions


Investment Approach

  • How does Eagle Invest manage my money?
  • What does a typical portfolio look like?
  • What are ETFs?
  • What type of performance can I expect from my account?
  • How often should I review my risk tolerance you apply to my account?
  • How often will my account be rebalanced?
  • Does Eagle Invest take into account or manage around assets I hold outside of Eagle Invest?

Account Information

  • Where can I find my account statements and tax information?
  • What types of accounts does Eagle Invest manage?
  • How can I get information about my Eagle Invest portfolio? How often is it updated?
  • Can I add or withdraw money?
  • Can I link other assets I own to my Eagle Invest dashboard for easy, streamlined viewing?


  • How much does Eagle Invest cost?
  • Is there a minimum investment amount?


  • What are the tax consequences of signing up for Eagle Invest?
  • What is tax-loss harvesting and is it done automatically?
  • How does Eagle Invest manage my assets in a tax-conscious manner?
  • Where do I access account statements and tax documents?
The investment products and financial strategies suggested herein are subject to investment risk, including possible loss of principal amount invested. There can be no guarantee the suggested strategies or investments will lead to successful outcomes and clients may experience different results. Investment decisions should be based on each individual’s goals, time horizon and tolerance for risk.

The strategies on this page will often have tax and legal consequences. It is important to note that First Republic does not provide tax or legal advice. This information is provided to you as is, is not legal advice, is governed by our Terms and Conditions of Use, and we are not acting as your attorney or tax advisor. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information herein. Clients’ tax and legal affairs are their own responsibility. Clients should consult their own attorneys or tax advisors in order to understand the tax and legal consequences of any strategies mentioned herein.

First Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA/SIPC, First Republic Trust Company, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC. First Republic Investment Management, Inc. does not provide tax or legal advice and is not affiliated with Pershing, LLC.

SigFig Wealth Management, LLC (SigFig) serves in a sub-advisory role and is an SEC-registered investment adviser and a subsidiary of Nvest, Inc. SigFig is not affiliated with First Republic Private Wealth Management or any of its affiliates, nor is it affiliated with Pershing, LLC. For more information, please visit SigFig.