Finhabits makes investing in your future an easy habit. Our 15+ years of investment and technology experience help put your money to grow over time.
• Accounts available: Roth and Traditional IRAs, Individual • Contribute As Little As $5 a Week • No Paperwork, No Confusion • Bank-Level Security • Fair and Transparent Fees • Available in English and Spanish
••• EASY AS CAN BE ••• Get started by selecting your goal. In just minutes, we'll guide you to set up an account and portfolio that make sense specifically for you. Your money will go into a diversified portfolio oflow-cost ETFs from Blackrock and Vanguard so it can grow over time. It may sound complicated, but it isn’t.
••• AUTOMATIC SAVINGS ••• Set up automatic contributions and just live your life. Schedule as little as $5 a week and you’ll already be in the habit of investing. Even rebalancing and dividend reinvestment are automated tokeep things easy.
••• 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 ••• Here’s the bottom line: we charge a fraction of traditional services, with no surprises. That’s $1 per month for accounts under $2,500 or 0.5% per year for accounts above $2,500. Unlimited deposits,transfers, trading, rebalancing and dividend reinvestments are included in the same price.
••• REAL EXPERTS ••• Our team has a perspective that’s unique among financial companies. We know that many families don’t often talk about building good money habits – and that leaves many people at a disadvantage whenit comes to saving for their retirement and investing. By offering a simple, easy-to-access service, we want to make smart financial habits the new norm.
••• ASK QUESTIONS ••• Get real answers from real experts – not robots. We’re here for you. Call us at 1-800-492-1175 or email us at [email protected]
••• DISCLAIMERS ••• This app is operated by Finhabits Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services are provided to clients of Finhabits by Apex Clearing, a member FINRA/SIPC. Investments arenot 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. Pastperformance does not guarantee future results.
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