Finhabits helps you make investing a habit. Start investing your money efficiently today with as little as $20 a week.
Our investment products help you build an emergency reserve, put your savings to work with low-risk, open a Roth or Traditional IRA to save for retirement or work toward mid- and long-term goals with a Personal Investment account.
• Flexible Contributions
• Funds Withdrawal at Any Time
• Bank-Level Security
• Fair and Transparent Fees
• Available in English and Spanish
••• EASY AS CAN BE •••
In just minutes, Finhabits will guide you to set up an investment account and diversified portfolio that make sense for your financial goals. Our fractional shares technology offers portfolios that invest in low-cost index ETFs from BlackRock and Vanguard. And our portfolios are built by experts with over 15 years of experience.
••• AUTOMATE HABITS •••
What's the most effective way to create a financial habit? Automate it so you never have to think about it again. Use Finhabits to automate your savings or investment and just live your life. Set up weekly, biweekly or monthly transfers with the confidence that you can pause or change the amount whenever you want. Even rebalancing and dividend reinvestment are automated to keep things easy.
••• LEARN HABITS OF SUCCESS •••
We know that many families don’t often talk about building good money habits. That’s why every account includes access to My Finhabits, our news and education platform. Stay up-to-date with helpful account updates, and get financial tips and videos with advice from our experts. My Finhabits is the path to develop your money skills and habits!
••• SECURITY & PROTECTION •••
There’s nothing more important to us than keeping your money and personal information safe. Finhabits is an SEC Registered Investment Advisor – you can count on bank-level security. And rest assured, your money is held in accounts insured up to $500,000 by SIPC.
••• FAIRNESS IN FEES •••
The fee is $1 per month for accounts under $2,500 or 0.5% per year for accounts $2,500 and above. For example, if your balance is $10,000 your fee would be $4.2 per month. That simple! Unlimited deposits, withdrawals, trading, rebalancing and dividend reinvestments are included. Other custodial fees may apply.
••• ASK QUESTIONS •••
Get real answers from real people – not robots. Our Support Team is available in English and Spanish at 1-800-492-1175 or email us at firstname.lastname@example.org.
••• DISCLAIMERS •••
This app is operated by Finhabits Advisors, LLC, an SEC Registered Investment Advisor. Securities are offered through Apex Clearing Corporation, a member of FINRA/SIPC. Investments are not FDIC insured and may lose value. Investing involves risk and investments may lose value, including the loss of principal. Please consider your objectives and Finhabits fees before investing. Past performance does not guarantee future results.
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