Description
Start planning for your future. OpenInvest is a fully automated investment advisor. Now it’s easy to launch a long-term financial portfolio, optimized for you, your future, and your personal values.
OpenInvest is the ONLY financial solution that lets you swipe your vote in shareholder resolutions, see your real-time impacts, and swipe to divest-invest from companies and causes. As you take action, OpenInvest’s technology automatically rebalances your portfolio, so you don’t have to sacrifice returns.
Start managing your wealth the right way. OpenInvest’s technology provides better investing, at lower cost, in line with your values… so you can hit your goals sooner.
WHAT WE DO FOR YOU
We provide investment guidance optimized for your financial goals and values, without the unnecessary fees and confusion. As your situation or preferences change, your investment portfolio auto-rebalances to ensure you stay optimized. Manage your complete investment portfolio from one simple financial app.
Intelligent Investing
• Easy, automated portfolio guidance and management
• Full transparency into your wealth and exactly what you own
• Lower fees through proprietary technology that skips the fund manager
Craft Your Personal Investment Portfolio
• Easily launch a comprehensive investment portfolio to manage your money
• Design, plan, and track your financial goals
• Invest only in the social and global issues you care about.
• Mix and match your issues, including: climate change, fossil fuels, LGBT rights, weapons, women’s equality, refugees, DAPL, divesting Trump, and more…
• Choose between individual or joint investment accounts, Traditional, ROTH, and SEP IRAs
Make an Impact
• Swipe your vote in shareholder resolutions! Want Exxon to get serious about climate change, or P&G to improve their anti-discrimination policies? As a shareholder, now the boss… works for you.
• Get alerts when companies you own do something important
• Divest-Invest with a swipe! Your investment portfolio automatically rebalances so you don’t have to sacrifice returns.
• View your real-time impacts right on your financial dashboard.
Simple Pricing
• A single, transparent fee of 0.50% of assets annually.
• No underlying ETF/mutual fund expenses, transaction costs or other commonly hidden fees
• $3,000 minimum
If you care about making money, let alone the world, OpenInvest is simply better investing.
Download OpenInvest now to start investing, managing your wealth, and empowering your personal values.
QUESTIONS?
Have a question about your account? We’re happy to help—please send us a message through the app or an email to support@openinvest.co
DISCLAIMERS:
OpenInvest (CRD# 269997) is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). The Firm’s broker-dealer/custodian, Apex Clearing Corporation (CRD# 13071), is an SIPC-insured/FINRA member firm. SIPC coverage is up to $500,000 per client account. OpenInvest is a Public Benefit Corporation organized under the laws of Delaware. Registration with a regulatory authority does not imply a certain level of skill or training. OpenInvest’s platforms, operations, and networks feature bank-level security and 256-bit encryption to safeguard and prevent the unauthorized use of client and Firm data.