3月14日的Beanstox: Automated Investing应用程序分析

Get easy, automated investing in IRAs Get more on your invested cash Get simple investing in 500 of the biggest US companies Get your personalized expert-built portfolio RETIREMENT ACCOUNTS (BEANSTOX PREMIUM $10/MONTH): Personalized portfolios in tax-advantaged Traditional and Roth IRAs. WEALTH BUILDER (BEANSTOX PLUS $5/MONTH): Designed for people who want a personalized portfolio, diversified using a blend of ETFs to reduce risk. POWER SAVINGS (available with Beanstox Plus and Premium): Get more on your invested cash. Power Savings with Beanstox makes it easy to “skip the banks.” Powers Savings invests in T-Bill ETFs and can yield over 10x what traditional savings account pay. STOCKS 500 (available with Beanstox Plus and Premium): Great for people who want to start automated investing with a simple S&P 500 tracking ETF. It’s a hassle-free way to invest in 500 of the largest US companies. WHY BEANSTOX? +Recurring Deposits: Automate your investments +Start small. Grow big: Start building wealth with as little as $20 +Monthly Market Data & Insights: Market recaps & financial education info +Transparent Costs: No hidden fees, no surprises. Just clear, transparent pricing FEATURES TO LOVE +Projection Tools: Envision your financial growth with our easy-to-understand projection tool +Diversified Portfolios: Harness the power of ETFs for tax benefits, diversification, and cost savings +Secure and SPIC Protected: As an SEC registered investment adviser, we prioritize your information security. Client accounts are SIPC-protected up to $500,000 WHO ARE WE? Kevin O'Leary (aka Mr. Wonderful from Shark Tank, Chairman) and Connor O’Brien (Beanstox CEO), co-owners and creators of Beanstox, along with a great team, built Beanstox to make investing simple for everyone - from the rookie investor to the busy professional. With Beanstox, investing isn't just smart, it's seriously simple. Your easy way to save, invest, and build wealth over time. Start Now! Seriously Simple Investing® with Beanstox. * For additional information, disclosures or information on pricing, see images above or visit www.beanstox.com and www.beanstox.com/disclosure. Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures. All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. © 2025 Beanstox Inc.