OpenInvest – Personal Investment App

Invest in your values and have an impact on shareholder resolutions with OpenInvest, the financial advisor app that lets you see the real-time impact of your investments.

Divest-invest from companies and causes that matter to you with just a tap. You can invest at a lower cost on the values that align with your personal goals, track your personal capital and maintain a diverse investment portfolio without compromising your personal values.

Your stocks and investment portfolio is automatically rebalanced by proprietary algorithms designed to help you hit financial goals. Start online investing in line with your values and managing your wealth the right way.

Download OpenInvest now to start making an impact on your future and the world.

How OpenInvest Works:

Financial Advisor and Investment App

• Stocks and investment guidance optimized for both your values and financial goals

• Invest in companies and causes without the unnecessary fees and confusion

• Your investment portfolio auto-rebalances to ensure you stay diversified

• Investment portfolio can be managed from one simple financial app

Easy Investing

• Finance app that provides easy, automated portfolio guidance and management

• Personal finance advisor lets you start planning with full transparency into your holdings

• Invest money at lower fees through proprietary technology that skips the fund manager

Investment Portfolio Set to Your Specifications

• Money and personal finance management with a personal portfolio

• Comprehensive investment portfolio can be easily launched

• Investment tracker lets you design, plan and track your financial goals for the present and future

• Individual or joint investment accounts, Traditional, ROTH, and SEP retirement accounts (IRAs)

Invest in Line with Your Values

• Invest in the social and global issues you care about, including:

• LGBT rights

• Climate change

• Vegan efforts

• Gender equality

• Deforestation

• Guns and weapons

• Refugees

• Animal Welfare

• DAPL protests

Activist Investing

• Make an impact with your money

• Your stock portfolio makes you a shareholder in companies, so the CEOs work for you

• Divest-invest, vote in shareholder resolutions and more, all with a swipe

• Invest in the values you hold dear and get alerts when companies you own do something important

• View the impact you’ve made in real-time right on your financial dashboard

Easy Finance

• Stock investing with only a single, transparent fee of 0.50% of assets annually

• Invest money with no underlying ETF/mutual fund expenses, transaction costs or other commonly hidden fees

• $3,000 minimum

Invest money, manage your personal finance and make an impact on the world with OpenInvest, the automated financial advisor app. Start investing and managing your personal finance the right way, and make an impact on the values that matter to you most.

Download OpenInvest now to start 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 advisor 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.