Help your employees start saving for their retirement today!

The smart choice for a business like yours.

Discover what others are saying about Finhabits

Provide retirement benefits with confidence

Technology built for your needs
Finhabits technology lets your employees open IRAs - so they can start saving for retirement in as little as 5 minutes.
On-demand educational tools.
To keep your employees informed and in the know about smart investing, we provide relevant, in-depth learning tools.
A proven investment track record.
Our team has 14 years of successful institutional portfolio and risk management experience.
Support you can count on.
No matter what your employees need, our support experts are ready to help.

IRA solutions that fit

Traditional IRA

Take advantage of tax benefits today.

Roth IRA
Enjoy tax-free withdrawals in the future.
Rollover

Rollover an old workplace plan.

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.

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.

Frequently asked questions

What types of business and employees can use Finhabits at Work?
We currently serve all U.S.-based companies with U.S.-based employees. Any individual who is a U.S citizen or permanent resident can open an account.
What is the difference between a 401(k) and an IRA?
A 401(k) plan is set by the employer and the IRA is set by the individual or the employee. Most 401(k) plans have expensive and complex fee structures and the Finhabits IRA has a simple fee.
How does Finhabits' security compares to the bank's security?
Your money and personal information is safe with us. We use similar security protocols to most banks.

Talk to us about IRAs for your employees today

Contact Us

Or call us at 1-800-492-1175 to speak to a team member.