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Portfolio

Fractional Trading

Commission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Treasuries.

Let your clients take control of their finances by choosing their own investments and building their own custom strategies.

Open Individual, Family, Corporate, IRAs, and Custodial Accounts in less than 60 seconds.

Book a demo

Brokerage

Trading

Recurring Investments

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Customer use case

Click here to see how Portfolios is used by our customers

Portfolio

Fractional Trading

Commission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Tresuries

Let your clients take control of their finances by choosing their own investments and building their own custom strategies

Open Individual, Famiy, Corporate, IRAs, and Custodial Accounts in less than 60 seconds

Book a demo

Check out Use Case

Portfolio

Fractional Trading

Commission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Tresuries

Let your clients take control of their finances by choosing their own investments and building their own custom strategies

Open Individual, Famiy, Corporate, IRAs, and Custodial Accounts in less than 60 seconds

Book a demo

Check out Use Case

Portfolio

Fractional Trading

Comission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Treasuries.

Let your clients take control of their finances by choosing their own investments and building their own custom strategies.

Open Individual, Family, Corporate, IRAs, and Custodial Accounts in less than 60 seconds.

Book a demo

Brokerage

Trading

Recurring Investments

This will be some text to talk more about Brokerage. This will be some text to talk more about Brokerage…………

Customer use case

Click here to see how Portfolios is used by our customers

Portfolio

Fractional Trading

Comission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Treasuries.

Let your clients take control of their finances by choosing their own investments and building their own custom strategies.

Open Individual, Family, Corporate, IRAs, and Custodial Accounts in less than 60 seconds.

Book a demo

Brokerage

Trading

Recurring Investments

This will be some text to talk more about Brokerage. This will be some text to talk more about Brokerage…………

Customer use case

Click here to see how Portfolios is used by our customers

Trading

Recurring Investments

Brokerage

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Trading

Recurring Investments

Brokerage

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Rewards

Stock Rewards

Make your money go further with our game changing Stock Rewards Account

Get an incredible 1 - 2.5% back every time you use your card and redeem for fractional shares of popular stocks.

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Book a demo

Stock Pick

History

Redemptions

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Customer use case

Click here to see how Portfolios is used by our customers

Rewards

Stock Rewards

Make your money go further with our game changing Stock Rewards Account

Get an incredible 1 - 2.5% back every time you use your card and redeem for fractional shares of popular stocks.

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Book a demo

Stock Pick

History

Redemptions

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Customer use case

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Round-Ups

Fractional Round-ups

Go ahead and top up your coffee cup or gas tank. Fill your kitchen with groceries and your closest with new clothes.

Every time you buy something with your card, your purchase amount is rounded to the nearest dollar and we invest the rest into your favorite stock.

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Checking

Notifications

Real-Time

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Customer use case

Click here to see how Portfolios is used by our customers

Round-Ups

Fractional Round-ups

Go ahead and top up your coffee cup or gas tank. Fill your kitchen with groceries and your closest with new clothes.

Every time you buy something with your card, your purchase amount is rounded to the nearest dollar and we invest the rest into your favorite stock.

[Content to be added]

Book a demo

Checking

Notifications

Real-Time

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Customer use case

Click here to see how Portfolios is used by our customers

White-Label Capabilities

Fractional Trading

Comission free investing with as little as $0.01 in fractional Stocks, ETFs, Mutual Funds, and Treasuries.

Let your clients take control of their finances by choosing their own investments and building their own custom strategies.

Open Individual, Family, Corporate, IRAs, and Custodial Accounts in less than 60 seconds.

Book a demo

Customize

Compliance

Security

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Customer use case

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GOLD

Mix and Match the features that work best for your FI.

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Book a demo

Invest the Rest

Checking account add-on benefits with Stock Round-Ups & Rewards

Limited Brokerage

Access to 10 Stocks

5 Trades per month

Stock Round-ups

Round-up purchases into 1 of 10 available stocks

Stock Rewards

1% Stock Rewards on all purchases

Basic Education

Learning tools designed to improve financial literacy

Free

Stock Rewards

Checking account add-on benefits with Stock Round-Ups & Rewards

Unlimited Brokerage

Access to 1000’s of Stocks and ETFs

Unlimited trades per month

Stock Round-ups

Round-up purchases into any available stocks

Stock Rewards

1% Stock Rewards on all purchases

Financial Education

All our basic tools plus extra financial education content

$5.99

/month

Bits of Stock Gold

Checking account add-on benefits with Stock Round-Ups & Rewards

Unlimited Family Brokerage

Access to 1000’s of Stocks and ETFs

Unlimited trades per month

Up to 2 custodial accounts

Stock Round-ups

Round-up purchases into any available stocks

Stock Rewards

1% Stock Rewards on all purchases

Advanced Education & Research

All our basic tools, [Zogo education] add-on, and market research

$9.99

/month

GOLD

Mix and Match the features that work best for your FI.

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Book a demo

Invest the Rest

Checking account add-on benefits with Stock Round-Ups & Rewards

Limited Brokerage

Access to 10 Stocks

5 Trades per month

Stock Round-ups

Round-up purchases into 1 of 10 available stocks

Stock Rewards

1% Stock Rewards on all purchases

Basic Education