Opening a Qapital Invest Account

To open a Qapital Invest account, go to the dashboard and tap the (+) sign in the top right corner. From there, you can create an Invest goal. You can also convert one of your current Savings Goals into an Invest Goal. 

Once you've created a new Invest Goal, Qapital Invest, LLC, our SEC-registered investment advisor, will prompt you to choose which portfolio best suits your investment needs (this is easy—you'll answer a few questions and we'll recommend one for you). After you open an account with Qapital Invest, it will take 5 to 7 business days for your funds to be transferred and invested.

There is a $10 minimum in order to open an Invest Goal. Note that funds held in a Qapital Invest account are NOT FDIC INSURED, MAY LOSE VALUE and are NOT BANK GUARANTEED. However, your Qapital Invest account is SIPC-protected, which means up to $500,000 ($250,000 in cash) is covered by the Securities Investors Protection Corporation (SIPC) should the company fail. It’s important to note that SIPC insurance doesn’t offer protection if you lose money due to market declines.

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