EarlyBird

EarlyBird

EarlyBird

EarlyBird

Whether you're a beginner or an expert in investing in the stock market, EarlyBird simplifies the process for parents to kickstart their child's financial future by opening a custodial investment account, while allowing family and friends to remain connected to the children they love by gifting meaningful and sustainable financial contributions for all life's milestones.

Highlights

+2.16%

Asset Class Return30d

#0 Rank

In Robo Advisor30d

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Invest from

$15

Fund an account and get $15 towards your child’s future

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Overview

Launch your child's first investment account with EarlyBird. Create an investment portfolio for your child and get a bonus $15 added to your child's account when you open a portfolio for them. Help your child's wealth grow while they grow up. With EarlyBird, you can provide a secure and meaningful way to invest in your child's future with access to a custodial investment account for ETFs and stocks. 

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    $1

  • Min Investment

    $15

  • Payout frequency

    Quarterly

  • Term of investment

    60+ months

  • Target Return

    6% - 10%

  • Liquidity

    Moderate

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

Top Perks

  • Invest in a simple & modern portfolio for your kid

  • Up to $15,000 in tax advantages

  • Grow wealth with gifts from loved ones

How you make money

EarlyBird is a Registered Investment Advisor (RIA) and partners with wealth management and financial planning experts to curate their investment offering. EarlyBird offers parents a fixed portfolio model, where they recommend expertly crafted ETF-based portfolios made up of both securities and bonds, based on the age of the child, your investment goals, time horizon, risk tolerance, and other factors. There are 5 fixed portfolios that a user can choose from ranging from conservative (100% bond based ETF's) to aggressive (100% equity based ETF's). 

How EarlyBird makes money

Currently, EarlyBird generates revenue by way of its $1 per month subscription fee and $2 per gift processing fee. 

Is it safe?

EarlyBird is committed to providing you and your family with the highest levels of security. Investment accounts are held with trusted partner and custodian Apex Clearing Corporation, a third-party SEC registered broker-dealer and member of FINRA and Securities Investor Protection Corporation (SIPC). This means the investments in your account are protected up to $500,000 total.

They use the highest standards to ensure your information and data is safe. They use multi-factor authentication, automatic logouts, and ID verification help prevent unauthorized access.  Accounts are protected with 256-bit SSL encryption.

  • Established

    2020

  • Country Available

    Worldwide

  • Assets Managed

    n/a

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