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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?
I’ve placed my order, when will I receive an update to apply for my Wealth card?
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?
Is there a limit on how much I can spend or earn?
Are all transactions qualified for investment matching?
What is the Wealth card's annual fee? Can I choose to pay it monthly?

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Hypothetical Back-testing

Investment Advisory Services offered through Save Advisers LLC ("Save Advisers"), an SEC registered investment adviser. Patent 16/655003. 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. We will deliver to each prospective client our ADV Part 2.

The Save Debit Invest card product and service is provided by Radius Bank now Lending Club Bank, N.A., Member FDIC pursuant to license by Mastercard.

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.

For the Save Debit Invest Card: Average annual returns 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. Returns are subject to change daily. Minimum return will always be at least 0%. The return figures shown are for informational purposes only and are not actual customer returns. For more detailed information please see Hypothetical Back-testing.

For the Save Core and Premium Bundles: Average annual returns 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. Returns are subject to change daily. Minimum return will always be at least 0%. Return on Savings Calculation: We assumed that the Core Bundle would appeal to the 60-79.9% percentile of the income distribution and the Premium Bundle would appeal to the 80-99.9% percentile. We then assumed that they would have the average savings account balance for that income bracket on the Market Savings account and the median transaction account balance as debit spend on the Debit Invest Card every month. From the Survey of Consumer Finance, 2019 - Core Inputs: Debit Invest Spending $2,500 per month; Savings balance $28,690. Premium Inputs: Debit Invest Spending $5,000 per month; Savings Balance $51,940. We calculated the returns on each of those products and used that to calculate the return on savings: return on debit in dollars plus return on savings in dollars divided by savings balance in dollars equals Return on Savings. All return figures shown are for informational purposes only and are not actual customer returns. For more detailed information please see Hypothetical Back-testing.. Source: https://www.federalreserve.gov/econres/scfindex.html

For the Save Wealth Card: Average annual returns are based on hypothetical back-tested performance of the Save Moderate Portfolio from 2006 to present and are net of fees. To achieve the return on the Save Wealth Card, Save purchases a strategy-linked security whose investment value is equal to two times the dollar spent. Hypothetical back-tested performance is no guarantee of future performance and actual results will vary. Returns are subject to change daily. Minimum return will always be at least 0%. All return figures shown are for informational purposes only and are not actual customer returns. For more detailed information please see Hypothetical Back-testing.

To obtain FDIC-insurance coverage on your behalf, Save Advisers partners with various FDIC-insured member banks. The funds you provide will be deposited into accounts at one or more FDIC-insured partner banks. FDIC insurance coverage is limited to not more than $250,000 per qualified customer account per bank. Actual deposit insurance coverage may be lower if you have other funds deposited at the partner bank. You are responsible for determining the amount deposited in each account at the partner banks, and for monitoring the total amount of your deposits at each partner bank, 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 initial funds you provide will be deposited with the partner banks and will be eligible for FDIC insurance. Market returns are held in your Save account and are not FDIC-insured, are not bank-guaranteed, and may lose value. Maximum balance and transfer limits apply. Neither Save Advisers, nor its affiliates, is a bank. Apex Clearing Corporation is a member of 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, your investments are protected 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.

For each dollar spent using the Save Wealth card, Save buys strategy-linked securities whose investment value is equivalent to twice the dollar spent.

For each qualified dollar spent using the Save Debit Invest card, Save buys a strategy-linked security whose investment value is equivalent to the dollar spent.

For each successful referral, Save buys a strategy-linked security for each party whose investment value is equivalent to $1,500 for the Core account, $2,500 for the Plus account, and $5,000 for the Premium account.

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,