Enjoy your first month’s subscription for free to experience the benefits. After the first month, you will be charged a monthly subscription fee of $10. This fee includes three investment accounts and financial tools and educational content. The subscription will automatically switch to an annual fee of 1% of the combined balance of all your Finhabits investment accounts when the balance exceeds $12,000.
The monthly fee covers most of the costs associated with investing, such as deposits, withdrawals, rebalancing, and unlimited dividend reinvestments. Additional charges may apply for out-of-the-ordinary services, such as sending paper statements or requesting expedited transactions, and these will be communicated to you in advance.