OpenInvest (Unreleased)

OpenInvest is the ONLY financial solution that lets you vote on shareholder resolutions, see the real-time impact of your investment, and tap to divest-invest from companies and causes.

OpenInvest’s technology provides easier, values-aligned investing at a lower cost. Lower fees help you hit your goals sooner, take action, and get your investment portfolio automatically rebalanced. Start investing in line with your values and managing your wealth the right way today.

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

How OpenInvest Works

• We provide investment guidance optimized for both 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 investment portfolio from one simple financial app and keep track of the causes that matter to you

Intelligent Investing

• Easy, automated portfolio guidance and management

• Full transparency into your holdings 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

• Investment tracker – Design, plan, and track your financial goals for the present and future

• Choose between individual or joint investment accounts, Traditional, ROTH, and SEP retirement accounts

Invest in Line with Your Values

• Invest only in the social and global issues you care about

• Mix and match your issues including:

• Gender equality

• Deforestation

• LGBTQ rights

• Guns and weapons

• Refugees

• Climate change

Take Action Now

• Want Exxon to get serious about climate change, or P&G to improve their anti-discrimination policies? As a shareholder, the CEO works for you

• Manage your finances while you use your new power to vote in shareholder resolutions, divest-invest and more, all with a swipe

• Get alerts when companies you own do something important

• View the impact you’ve made in real-time 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 managing your money and making an impact on the world, use OpenInvest, the automated investment advisor. Start investing and manage your wealth with OpenInvest, the better way to invest and make an impact.

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.</br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br></br>