How To Get Started

Step 1: Download the app

Community is FREE

Available on Apple and Android

Takes less than 5 minutes to open an account

Step 2: Choose what’s right for you

Community Free

  • Join the wealth community led by investors

  • Get access to all our advisor led groups (e.g. #womenwhowealth, #firstgenwealth, #menwhowealth, #homeownership, #retirement planning).

  • Use our exclusive Wealth Plan tool to stay on top of your goals.

  • Get insights, updates, events, and more from our wealth advisors.

  • Easily upgrade to Invest+ or Premium Advice+ ay any time

Invest+

  • Designed for investors. Get all Community Free benefits plus invest and and work 1:1 with a wealth advisor

  • Advice on demand. Message, text, chat, call your wealth advisors whenever you need to.

  • Invest in our advisor led, expertly designed investment portfolios

  • Financial planning support from home buying, taxes, estate planning, insurances, college planning, to retirement planning, and more

  • Invest+ is $300/year, account minimum $5,000

Premium Advice+

  • Designed for investors with holistic investing and financial planning needs

    Invest+ benefits, plus:

  • Work 1:1 with your own dedicated wealth advisor

  • All your investment accounts in one place; link your external accounts right in the mobile app

  • Advice on all your investment accounts; that includes individual and workplace accounts, e.g. 401(K)s and more

  • Premium Advice is $1,500/year, account minimum $30,000

Step 3: Enjoy all your benefits

Stay connected to a community of wealth builders.

Invest with the benefit of advice

Investors with wealth advisors do better

Investors with

Advisors Do

2X Better*

*Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.