Beanstox: Automated Investing Software

What is Beanstox? Beanstox is an app designed for people who want automated, seriously simple investing. It offers personalized portfolios based on investment goals and risk profile, using ETFs that are generally more tax efficient and lower cost. The app also provides access to educational investment and personal finance tips. Beanstox has a simple monthly advisory fee of $5, which includes account setup, funding, personalized investing, portfolio monitoring and rebalancing, trade execution, account statements, tax reporting, and more.

Welcome to Seriously Simple investing® with this app! Building wealth takes time. We make it simple. Automated. Start now! HOW IT WORKS: Get the app. Set up your account in minutes. Connect your bank. Start building your wealth today. DESIGNED FOR PEOPLE WHO WANT AUTOMATED SERIOUSLY SIMPLE INVESTING: Shark Tank investor Kevin O'Leary and his team created this app to help millions of Americans build wealth and a strong financial future, using investment principles that O'Leary uses for his own family: Keep it simple, keep investing, keep it diversified. INVESTMENT PROCESS: Personalized portfolios based on your investment goals and risk profile. We use ETFs that are generally more tax efficient and lower cost, an asset as you build income and growth over the long term. Investment selection focuses on dividend income growth and the sectors / themes that we believe will be increasingly important such as Technology, Health Care and the Internet. Regular review and analysis to ensure your investments are best suited to the ever changing economic and geopolitical environment. PERSONAL FINANCE IDEAS: Access to educational investment and personal finance tips. We share articles in-app about savings, debt management and investing. All to help you build your wealth and commit to your financial health. SIMPLE MONTHLY ADVISORY FEE: this app has a simple $5/month fee* structure. It includes your account setup, account funding, personalized investing, portfolio monitoring and rebalancing, trade execution, account statements, tax reporting, and more. this app does not charge any additional trading costs, commissions, or other hidden fees. And you can cancel anytime. *For additional information on fees, download the App or see the this app Website and Advisory agreement: www.this app.com/disclosure. this app Inc. is an SEC registered investment adviser and has arranged for brokerage services provided by DriveWeaIth LLC. Investing in securities involves risks. There is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and this app® 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. All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Past performance does not guarantee future results.