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Personal Investment Account
Investing for the medium- and long-term is like putting your savings on steroids. With this account you'll invest in a well-diversified investment portfolio. Plus, you'll have access to Finhabits' habit-building Journeys, news & tips, and bank alerts.

Start today with as little as $20 a week.
Who is it for?
Good for those looking to invest for mid-term and long-term goals, and who may need access to all or part of their funds at any time.
Type of account?
An investment account with a diversified portfolio that contains low-cost ETFs from Vanguard, BlackRock or Goldman Sachs, and includes hundreds of companies like Google, Amazon and Disney.
Expected return?
The expected long-term return of our investment portfolios ranges between 3-6% per year.
How much does it cost?
$3 per month per $7,500 of account balance. Other custodial fees may apply.
How long should I invest for?
Long-haul investing is the way to go. We recommend that you keep your money invested a minimum of 3 years.
The investment advisory service is offered by Finhabits Advisors LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not a guarantee of future results or returns. All investments involve risk and may result in loss of principal. Securities are offered by Apex Clearing Corporation, member FINRA and SIPC. Not FDIC insured. There is no bank guarantee. Finhabits financial advisory service costs $3 per month per account for every $7,500 of your account balance. Additional custodian charges may be incurred that are not part of the normal service. Health insurance service is offered by Finhabits Insurance Services LLC, a registered agency licensed in certain states. See licenses for more details. Finhabits Advisors LLC is not a fiduciary in relation to the products or services of Finhabits Insurance Services LLC.
3-6%
Expected long-term annual gain
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