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

+2.26%

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

Help your children fulfill their future dreams, like attending college, starting a business or traveling the world. EarlyBird empowers families and children by providing tools that introduce investing, financial knowledge into decision-making, and prepare children for account ownership at age 18. As their accounts transition to an adult brokerage, EarlyBird will remain their trusted partner. Invest as little as $15 a month into your child's future with EarlyBird. The S&P 500 has averaged 10.67% annualized returns since 1957.

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

  • Financial literacy: introduce investing, integrate financial knowledge into decision-making, and prepare children for account ownership at age 18.

  • Financial freedom: Through the Uniform Gift Act for Minors Accounts (UGMA), family and friends can make gifts using EarlyBird’s investing app. At 18, the beneficiaries can use the funds for things like starting their first business, paying for college, or traveling the world.

  • Gifting Investments: give a meaningful investment and watch your gift grow, while giving your child a head start.

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

Reviews

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Reviews (6)
A

Alt nerd

Simple, easy way to get started investing into Real Estate. It took a little for my funds to clear, but I was still earning interest over this time so guess it didn't matter.

N

Nicholas Trumbull

Awesome

M

Mike

Love the real-time dividends and weekly payouts. Great customer support - you can chat with a real person in the app.