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As a transactional lawyer, is it safe to use a robo investment service like Betterment or can that raise securities issues?

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I use Wealthfront. No issue.

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Depends on your firms policies, some firms block a bunch of stuff, some let you police yourself wrt MNPI. I would avoid individual stocks. I use Wealthfront (all automated) but I think index funds would probably be fine too.

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