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Security is everything
There's nothing more important to us than keeping your money and personal information safe. Finhabits is an SEC Registered Investment Advisor, and you can count on bank-level security including a 256-bit SSL encrypted connection on our site. And rest assured, your money is held in accounts insured up to $500,000 by SIPC.
What do I need to open a Finhabits account?
To open an account with us you will need an email, phone number, tax identification number (social security or ITIN), a U.S. residential address and a bank account with a U.S. bank.
What's the difference between a 401(k) and an IRA?
A 401(k) is an employer-sponsored plan, and and IRA is set up by an individual. Most employers in the U.S do not offer a 401(k), which makes IRAs a viable option for many Americans.
What are the fees for Finhabits' service?
Our fee consists of $1 per month for accounts of $2,500 or less. If you have an account of $2,500 or greater, there is a 0.50% annual fee, which is calculated based on your account balance.