How It Works?
Don’t Put All Your Eggs In One Basket
  • Diversify to help minimize your risk and maximize your return
  • Build a customized portfolio based on your risk profile and financial goals
  • Invest across to the stock market and build a customized portfolio of ETFs (exchange-traded funds)
Features and Advantages
Features and Advantages
  • Fractional Shares: You can have exposure to an ETF or stock with a higher price per share
  • Automatic Rebalancing: We rebalance your portfolio frequently as the market changes
  • Simple Access: You can manage your accounts anytime and from anywhere
  • Dividend Reinvesting: We reinvest your stock dividends back into your portfolio so you can earn more
Your Money Is Safe and Secure
SiPC
Our brokerage is a Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) against bankruptcy
data information
All the data and information are encrypted using the highest security standards
Accounts and Plans
Retirement Plan
Your account is protected for up to $1 Million through our custodian partner
Retirement Plan
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Personal Account
Our most common nontaxable account for extra money to be invested on top of your Retirement Account
Retirement Plan
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Education Plan
Save for your children’s education to realize their dream and propel their future
Retirement Plan
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Joint Account
For accounts with multiple owners, such as married couples and business partners
Retirement Plan
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Pricing and Benefits
Basic
Deposit $0 - 100k
  • Pay 0.75% management fee
  • Customized portfolio
  • Fractional investing
  • Automatic rebalancing
  • Expert advice
  • Tax efficiency
  • Free portfolio check-up
  • Dividend reinvesting
  • 0.2% MER fees
Platinum
Deposit $100k - 500k
  • All basic features
  • Reduce 0.65% management fee
  • Financial planning sessions (once per annum)
  • Systematic portfolio monitoring
Infinite
Deposit $500k+
  • All Platinum features
  • Reduce 0.5% management fee
  • Full financial planning review in-depth
  • Dedicated financial advisor assigned
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