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
+2.98%
Asset Class Return•30d
#0 Rank
In Robo Advisor•30d
Invest from
$15
Fund an account and get $15 towards your child’s future
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
Reviews
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