Haven Money helps you save, spend, and invest your money more effectively. Our advisors guide you through financial decisions, so you can feel confident about your future.
*Earn more with Haven’s 2.35% Savings Account*
• Earn 2.35 - 4% APY
• No transfer fees, no minimum balance fees
• Access your money whenever you need it
• FDIC insured up to $250,000
• Earn an additional 0.25% APY for each friend that you refer
*Take control of your spending*
• Sync all your financial accounts to track where your money goes
• Track your income, bills, and spending, all in one place
• Get a breakdown of how you spend by merchant, date, or category
• See your recurring transfers, bills, and subscriptions
• Receive notifications about unnecessary fees, along with suggestions on how to fight them.
* Save and invest how you want*
• Autopilot—automatically moves your excess cash into savings & investments
• Recurring—make weekly, bi-weekly, or monthly deposits
• One-time—make a deposit into the account you choose and watch your money grow
*Get personalized investments to achieve your goals*
• Portfolios that maximize returns, while respecting your risk tolerance
• $0 account minimum
• Fractional shares
• Automated rebalancing
• Dividend re-investing
• SIPC insured up to $500,000
*Smart retirement tools to help you get ahead on your saving*
• Access all the advantages of regular investing
• Save more toward retirement with a Roth or Traditional IRA
• Get professional help fixing your existing 401k
• Use rollovers if you want to consolidate accounts
*Bank-level security to keep your money and data safe*
• 256-bit encryption when handling your sensitive data
• SIPC insurance up to $500,000
• FDIC insurance up to $250,000
We have no required membership or advisory fees, so you can choose to pay what you want for Haven--even if that’s $0. If you choose to pay more, we'll donate 10% of all of our earnings to GiveDirectly, a non-profit that helps people living in extreme poverty.
Haven helps you make the financial decisions that are right for you. No matter your goals, we make the process of saving and investing simpler than ever. Now, you can focus on the things you’d rather be doing--because personal finance shouldn’t be a full-time job.
Haven Money Inc. is an SEC-registered investment advisor. Brokerage services are provided to clients of Haven Money by Apex Clearing Corporation, an SEC registered broker-dealer and member FINRA/SIPC. Bank services are provided by Evolve Bank, Member FDIC, through our banking software provider, SynapseFI. To report a complaint related to the bank services, email firstname.lastname@example.org.
Investments are not FDIC insured. Investing involves risk, and investments may lose value. Please consider your objectives and Haven Money pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature, and may not match actual customer account performance.