Haven: Savings & investing

Haven Money helps you save, spend, and invest your money more effectively. Our advisors guide you through financial decisions, so you can feel confident about your future.


Features

*Earn more with Haven’s Savings Account*

• No transfer fees, no minimum balance fees
• Access your money whenever you need it
• FDIC insured up to $250,000

*Take control of your spending*

• Sync all your financial accounts to track where your money goes
• Track your income, bills, and spending, all in one place
• Get a breakdown of how you spend by merchant, date, or category
• See your recurring transfers, bills, and subscriptions
• Receive notifications about unnecessary fees, along with suggestions on how to fight them.

* Save and invest how you want*

• Autopilot - automatically moves your excess cash into savings & investments
• Recurring - make weekly, bi-weekly, or monthly deposits
• One-time - make a deposit into the account you choose and watch your money grow

*Get personalized investments to achieve your goals*

• Portfolios that maximize returns, while respecting your risk tolerance
• $0 account minimum
• Fractional shares
• Automated rebalancing
• Dividend re-investing
• SIPC insured up to $500,000

*Smart retirement tools to help you get ahead on your saving*

• Access all the advantages of regular investing
• Save more toward retirement with a Roth or Traditional IRA
• Get professional help fixing your existing 401k
• Use rollovers if you want to consolidate accounts

*Bank-level security to keep your money and data safe*

• 256-bit encryption when handling your sensitive data
• SIPC insurance up to $500,000
• FDIC insurance up to $250,000


---Disclaimer ---
Haven Money Inc. is an SEC-registered investment advisor. Brokerage services are provided to clients of Haven Money by Apex Clearing Corporation, an SEC registered broker-dealer and member FINRA/SIPC. Bank services are provided by Evolve Bank, Member FDIC, through our banking software provider, SynapseFI. To report a complaint related to the bank services, email [email protected].

By using this app, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Haven Money relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Haven Money does not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

Investments are not FDIC insured. Investing involves risk, and investments may lose value. Please consider your objectives and Haven Money pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature, and may not match actual customer account performance.