Simple, flat-rate, transparent pricing

on One Year Principal Protected High Yield accounts

Link an existing account

Choose this if you want to use an account that you already have opened at TD Ameritrade, Charles Schwab, etc.
$ 10
  • FREE for accounts up to $10,000
  • No Fees on 1-Y Principal Protected High Yield
  • High-Performance ETF Portfolios
  • Integrated Interest-Rate Risk Management
  • Custom Upside Target and Safety Net
  • Access to All Preset Goals
  • "Netflix-Style" flat subscription fee
  • Curated ETFs designed to minimize or eliminate brokerage fees
  • ETF-Level Tax-Loss Harvesting
  • Generate Trades and effortlessly implement them on your existing brokerage account
  • Autotrade with select partner brokerage accounts (includes TD Ameritrade) for FREE
  • Priority Email Support

Open a new account

Choose this if you want an account that we fully manage and control on your behalf
$ 50
  • Everything you get with Linked Accounts
  • Fully managed account, where we do all the rebalancing, trading, buys, sells, dividend reinvestment ... everything! All you do is set your goal for the account, and we take it from there!
  • Institutional-Grade High-Performance Stock portfolios through Direct Indexing and Fractional Shares
  • Stock-Level exclusions and Advanced customization
  • Advanced Tax optimization including Stock-Level Tax-Loss harveesting, Long Term Gains Sheltering
  • White-Glove support
  • If you have $1M or more to invest, Contact Us to ask about our Concierge and Family Office services

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