
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 Return•30d
#0 Rank
In Robo Advisor•30d

Invest from
$15
Fund an account and get $15 towards your child’s future
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
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Reviews (6)
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.
Nicholas Trumbull
Awesome
Mike
Love the real-time dividends and weekly payouts. Great customer support - you can chat with a real person in the app.