Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 8600+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account. 

Using our securities offering, you can :

• Entice and engage investors with fractional investing for as little as $1
• Curb deposit outflows by providing access to an investing experience many of your Account Holders already use through external investing apps
• Support positive growth through our unique funds flow that deposits the proceeds of an asset sale – or dividends paid – directly back into the Account Holder’s checking account
• Enhance your Account Holder’s investing journey with robust educational resources from directly within the online banking experience

Our Robo solution delivers a simplified approach to investing by delivering portfolio options that align with your Account Holders’ risk tolerance and interests. 

Adding this solution to your current offering can help : 

• Maximize your deposits by leveraging your FI’s Money Market Account as the cash-equivalent component of the portfolios options provided to your Account Holders
• Turn on a new revenue stream by keeping 100% of the AUM fees, directly benefiting your investment growth
• Offer guardrails to your Account Holders by helping investors consider their options and rebalance their portfolios as interests or risk-tolerance changes
• Give your Account Holders an “on-ramp” to investing for as little as $1
• Complement your internal Wealth Management services by notifying your in-branch RIA after investors have reached a certain threshold of investment