How To Get Started

Step 1: Sign up or download the app

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Open an account in 2 minutes

Community Membership is FREE

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Available on Apple and Android

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Step 2: Choose the plan that’s right for you

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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+ at any time

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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, talk to your wealth advisors- right from the app

  • 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 $25 monthly, account minimum $5,000

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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 $125 monthly, account minimum $30,000

Frequently Asked Questions