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Information about our portfolios and how we manage your investments

How does the Federal Reserve's interest rate changes affect the Market Savings returns?
Why shouldn't I invest in a Fixed Indexed Annuity instead of the Market Savings program?
Why not invest in inflation-proof Series I savings bonds?
Why not invest in CDs instead of Save accounts?
Why not invest in T-bills instead?
Why can’t I just invest in the same ETFs myself to avoid Save's management fee?
Why not invest in stocks myself? Many can cheaply be bought now. Some stocks even have quarterly dividends that I can reinvest.
My account hasn't been opened for a year, can I take my investments?
Why was my traded amount different from my matched spending?
When will my portfolio investments show on my Save account?
What is an equivalent portfolio investment?
Where does the money you match come from? Do you take it out of my account?
Does Save charge an advisory or management fee?
Can I choose what companies I want to invest in?
Do I get to keep the investments themselves, or just the returns?
Can I make changes to my investment profile?
How will any investment returns be reported on my taxes?
What is a trade confirmation?
Can I add a beneficiary to my account?
How is Save different from other traditional investment strategies?
How long does my account stay invested?
Are Save's portfolios tax efficient?
Where does Save invest my portfolio?
Who is Apex?

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Hypothetical Back-testing

Investment Advisory Services offered through Save Advisers LLC ("Save Advisers"), an SEC registered investment adviser. All brokerage and clearing services are provided by Apex Clearing Corporation, Member FINRA/SIPC. Prior to becoming a client, if at all, each prospective Client must answer a series of subjective and objective questions to evaluate both the individual’s objective capacity to take risk and subjective willingness to take risk.

The deposit account portion of the Save Market Savings product and service is provided by Webster Bank, N.A., Member FDIC. The investment portion of the Save Market Savings product and service is provided by Save. Save Advisers, LLC, nor its investment affiliates, are a bank.

The Save Wealth Card product and service is provided by Solid Financial Technologies, Inc through Evolve Bank & Trust, member FDIC pursuant to license by Visa.

To obtain FDIC insurance coverage, customer funds provided will be deposited into non-interest-bearing accounts at Webster Bank. FDIC insurance coverage for funds deposited at Webster Bank is limited to not more than $250,000 per depositor, per FDIC-insured bank, per ownership category. Actual deposit insurance coverage may be lower if you have other funds deposited at Webster Bank, N.A.. Customers are responsible for determining the amount deposited in each account at Webster Bank, N.A., and for monitoring the total amount of their deposits at Webster Bank, N.A., to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. Learn more at: https://www.fdic.gov/deposit/deposits. Only the funds customers provide and deposit with Webster Bank, N.A. will be eligible for FDIC insurance.  Webster Bank is not providing any investment advice or responsible for the purchase or performance of any investment contracts. The funds held in the Apex Clearing Corporation accounts are not FDIC-insured, are not bank guaranteed, and may lose value with a minimum return of zero. Maximum balance and transfer limits apply. Neither Save Advisers, LLC, nor its affiliates, are a bank. Apex Clearing Corporation is a member of the Securities Investor Protection Corporation (“SIPC”), formed by Congress to protect “customers” of broker-dealers and to promote public confidence in the U.S. securities markets. Customers of a SIPC Member that fails financially are afforded certain benefits under the Securities Investor Protection Act (“SIPA”). These benefits are relevant only if the broker-dealer that “carries” a customer’s account fails and is liquidated under SIPA. At Apex Clearing Corporation, your investments are protected by SIPC up to a maximum of $500,000 total, including $250,000 in cash balances. Coverage limitations apply. To learn more about SIPC coverage, visit the SIPC website at www.sipc.org.

Save Referral and Bonus Programs: For each successful referral, Save buys strategy-linked securities for each party whose investment value is equivalent to:

$3,000 for the Market Savings account
$2,500 for the Wealth Plus account; $5,000 for the Wealth Premium account

As a sign-up bonus, for each new Wealth Plus or Wealth Premium account (including referrals), Save buys strategy-linked securities for each party whose investment value is equivalent to $10,000.

By using this website, mobile applications and related services, you understand the information being presented is provided for informational purpose only and agree to our Terms of Service and Privacy Policy. Save Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security.

Save Advisers’ internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. All investing involves risk, including the possible loss of interest on your initial investment. Our program contains certain risks including: the Strategies may not work as designed, the program may not fit your specific investment objective due to the principal protection initiative, and potential opportunity risk. We will deliver to each prospective client further details about the program’s risks including those set forth in ADV Part 2.

Information provided by Save Advisers Support is for informational and general educational purposes only and is not investment or financial advice. Additionally, Save Advisers does not provide tax, legal or accounting advice, and investors are encouraged to consult with their personal advisers.

© 2022 Save Advisers LLC,