Press Release

Capital One Introduces Capital One InvestingSM

Capital One Investing unites ShareBuilder’s do-it-yourself digital platform with experienced financial advisors, delivering an affordable full-service offering for retail investors

New Advice Center coming this fall

MCLEAN — June 8, 2015 — Capital One is taking its retail investing platform to the next level with the launch of Capital One Investing. Led by industry veteran Yvette Butler, who was appointed president of the business earlier this year, Capital One Investing will merge Capital One ShareBuilder’s digital tools and accounts with Capital One Investing Services’ established team of professional advisors.

 “Digital is transforming the investing experience. Whether a customer needs personalized guidance, or wants to invest independently online or by mobile device, Capital One Investing is committed to making solutions more accessible, more intuitive and more customized to our clients’ needs,” said Yvette Butler, president of Capital One Investing. “Capital One Investing will bring together the best of our digital investing and professional guidance capabilities – delivering needs-based solutions designed to help customers invest more confidently.”

 Capital One Investing previewed a series of product enhancements and plans for the future, including:

·         Advice Center: Capital One Investing announced plans to introduce a new team of advisors that will expand customer access to professional investment advice on a national level, and complement Capital One Investing’s experienced advisor team currently based in the Bank’s regional footprint markets. The new Advice Center will officially launch this fall.

 

·         PortfolioBuilder: Recipient of the Stockbrokers.com 2015 Industry Award[i], PortfolioBuilder enables investors to build a diversified mix of exchange-traded funds (ETFs) based on individual goals and investing style, and allows customers to invest in the entire portfolio for $18.95.

 

·         ShareBuilder® Investment Plan: Previously the “Automatic Investing Plan,” this tool helps investors build their portfolio over time using low-commission, dollar-based investing. With the ShareBuilder Plan, clients have access to more than 7,000 stocks, mutual funds and ETFs, with the ability to schedule one-time or recurring investments (on Tuesdays) in any dollar amount they choose, exclusively online.

 

·         RetireMyWay: This new simplified retirement planning calculator provides an estimate of income that might be available come retirement based on the user’s current investing approach. With RetireMyWay, customers can see how basic adjustments to contribution amount and risk levels might impact a nest egg long-term.

 “The launch of Capital One Investing marks an important milestone in our mission to get everyday investors on the path to financial freedom, and I’m thrilled to help bring this vision to reality,” said Ms. Butler. “Capital One Investing is committed to delivering the right combination of straightforward, quality advice and easy to use, digital tools to help Americans invest more confidently and plan for the future.”

About Capital One Investing

Capital One Investing is a full-service brokerage offering a range of investment services including fully self-directed digital accounts and advised accounts. At Capital One Investing, we are committed to transparency and providing an accessible, straightforward investing experience through both self-directed and advised accounts, helping to educate and empower individual investors to help them get on the path to financial freedom.  


[i]StockBrokers.com solicited a number of brokerages for their participation and ShareBuilder chose to participate. Reviews of 15 online brokerages were conducted in February 2015 and each was assessed on 272 unique variables. Industry Awards were given to brokers that StockBrokers.com deemed as “going above and beyond.” After reviewing PortfolioBuilder, StockBrokers.com determined that ShareBuilder deserved recognition for its hard work and dedication to developing this tool. http://www.stockbrokers.com/2015-online-broker-review.html 

[ii]Standard trading prices will apply for rebalancing the portfolio or for the purchase or sale of individual securities.

[iii]ShareBuilder plan investments are recurring or one-time purchases on Tuesdays. All sales are made real-time and are subject to real-time commissions.

Securities are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC.  All are subsidiaries of Capital One Financial Corporation.

 Securities products are: Not FDIC insured - Not Bank guaranteed - May lose value





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