Stock Plan vs Grifin Usage & Stats

It's simple: Shop & pay bills at the companies & brands you use everyday, and our app will automatically purchase $1 worth of stock in those companies for you. Fun, human investing. How it works: Each time you transact at 300+ publicly-traded companies (and any of their 2,000+ subsidiaries), Grifin automatically withdraws $1 to invest into that company's stock on your behalf. Each week, your dollars are added up and withdrawn from your bank to buy your stock. For example: • Buy coffee 3x at Starbucks this week? You invest $3 into Starbucks stock. • Pay both your Verizon and Comcast bills this week? $2 is withdrawn to buy $1 of Verizon stock and $1 of Comcast stock. • Go to Whole Foods 2x this week for groceries? You get $2 in Amazon stock, since Whole Foods is a subsidiary of Amazon. • Make a payment on your American Express credit card bill? You get $1 worth of AMEX stock for paying your bill. In that example, after just 1 week, you put $8 towards stocks, and you now own stock in 5 of the companies you transact with! Personalized investing on your terms: Set a weekly investment limit, pause for a week at a time, adjust your company risk tolerance, increase beyond $1 per transaction, disable any company you transact at but don't want to invest in, and many more customization features. With Grifin, you can finally feel confident enough to start investing for the first time. Grifin makes investing fun for a flat $5 per month (cancel anytime). Once you're all set up, you just keep living your life as you normally do. As you keep shopping, Grifin will automatically invest $1 for each purchase you make. --- GENERAL DISCLAIMER Interest Financial, LLC ("Interest Financial") is an SEC registered investment adviser. By using this website, you accept our Terms of Use and our Privacy Policy. Interest Financial’s investment advisory services are available only to residents of the United States. To the extent that this communication includes references to securities, those references do not constitute a recommendation to buy, sell or hold such security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Interest Financial does not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Interest Financial does not provide. Brokerage services will be provided to Interest Financial clients through Alpaca Securities, LLC a SEC-registered broker-dealer and member FINRA/SIPC. Although trading occurs free of commission, relevant SEC & FINRA fees may apply. Please see “Commissions And Fees,” accessible at www.grifin.com, listing our Fee Schedule and Alpaca Securities LLC’s Fee Schedule. Grifin, LLC (“Grifin”), an affiliate of Interest Financial, provides a tool through its app, with patent-pending, designed to aid Interest Financial’s clients in automatic purchases of securities. Interest Financial, LLC, Interest Investments, Inc., Grifin, LLC and Bark Media LLC are separate but affiliated companies. Contact: support@grifin.com Please read Important Legal Disclosures, accessible at www.grifin.com. grifin® is a registered trademark of Interest Investments, Inc. Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, Grifin, LLC and its affiliates are not partners, affiliates, or licensees of these companies. © Copyright 2024 Interest Investments, Inc.; Interest Financial, LLC; Grifin LLC; and Bark Media, LLC. All rights reserved. Interest Financial, LLC V.04 08/26/2024