Skip to main content

Submit a request

Save
Getting Started with Save

Getting Started with Save

All you need to know to open a Save account and start saving

How do I access my Save online account ?
Why is my bank not supported with Save?
I can't seem to verify my email address
I need to upload documents to complete my account. What does Save accept as additional supporting documentation?
Why am I being prompted to take selfies during my document upload?
Is uploading my documents through Berbix secure?
Why do I see Berbix when asked to upload documents for my account?
Does Save offer joint accounts?

Save

Debit Invest Card
Market Savings
Referrals
Blog
Our Team
Login

FAQs
Community
Security

Terms and Conditions
Privacy Policy
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,