Skip to main content

Submit a request

Save
Wealth Card- Coming Soon!

Wealth Card- Coming Soon!

All you need to know about Save's Wealth Cards

What does active military mean?
How do I submit a credit increase request for my Wealth Card?
Can I set up autopay for my Save Wealth Card payment?
Can I change my Weatlh Card type?
I was not identified as a covered MLA or SCRA Relief customer, what should I do?
If my Wealth Card is eligible for MLA Relief is it also eligible for SCRA Relief?
I am a cadet or part of another national public agency not listed in the eligibility section. Could I be eligible for MLA?
How does Save confirm if my account is eligible for MLA Relief?
How do I request MLA Relief?
What accounts are eligible for MLA Relief?
Does Save provide any additional considerations to military customers?
What do I do if I find an error on my credit report?
Is there an automatic tip or hold added with my Wealth card purchase?
Who is Evolve Bank & Trust?
What is the Save Wealth Card?
Will there be a credit inquiry applied to my credit with an application to the Save Wealth Card?
What does "order my Wealth Card" mean?
What information does Save require when I apply for a Wealth Card?
How long will it take for me to receive my new or replacement Wealth Card?
Does Save provide additional investment matching with certain merchants?
What will the APR on my Wealth Card be?
Will there be an international transaction fee when using my Save Wealth Card?
If I miss a credit card payment, what is Save's late fee?
Can I add an authorized user for my Wealth Card?
When is my Wealth Card payment due? How much do I need to pay?
Do I have to spend a monthly minimum to earn an investment match?
Are all transactions qualified for investment matching?
What is the Wealth Card's annual fee? Can I choose to pay it monthly?
When am I charged Save's management fee on my Wealth card?

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. Customer funds provided will be deposited into non-interest-bearing accounts at Webster Bank, N.A. 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.

* Generally, an APY (or annual percentage yield) is the yearly return on a bank or investment account. Save Market Savings is a hybrid product and service that includes deposit account linked to an investment product. The deposit account portion of the Save Market Savings product and service is provided by Webster Bank, N.A., Member FDIC; and is non-interest bearing with a 0% APY. The investment portion of the Save Market Savings product and service offers the potential to earn an APY with a variable rate (Variable APY). The Variable APY, if any, is derived from the investments made by Save on behalf of the customer within Save’s portfolio of strategies over the duration of term length selected by the customer. The Variable APY, if any, will be equal to the cumulative return for the investments selected for you by Save for the term selected on the applicable maturity date. The Variable APY may be 0% but will never be less than the Minimum Variable APY of 0% per annum. Assuming a minimum Variable APY of 0% per annum, if the Variable APY applicable to a particular maturity date is less than or equal to the Minimum 0%, the customer will not receive any Variable APY return for that investment upon maturity. Variable APY’s are subject to change at any time. Variable APY is not guaranteed. The Variable APY presented is hypothetical in nature and reflects the potential growth that could accrue if the investment is held for the entire term selected. Variable APY’s are based on hypothetical back-tested performance in the Save Moderate Portfolio from 2006 to present and are shown net of fees. Hypothetical back-tested performance is no guarantee of future performance and actual results will vary. For more detailed information please see Hypothetical Back-testing.

The minimum deposit amount is $1,000 for the 1-year term and $5,000 for the 2-year and 5-year term. Deposits are FDIC-insured up to the maximum allowed by law, $250,000 per depositor, per bank. Management Fees associated with the investments may reduce earnings on the account. Customer withdrawal prior to maturity could result in additional associated costs.

^†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 Market Savings
$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,