4% daily lifetime
4.5% daily lifetime
5% daily lifetime
5.5% daily lifetime
This website is operated by MyOakFinance Advisers, LLC, an SEC Registered Investment Advisor. Brokerage services are provided to clients of MyOakFinance Advisers by MyOakFinance Securities, LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org.
Important Disclosures: Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Please consider, among other important factors, your investment objectives, risk tolerance and MyOakFinance pricing before investing. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. It is not possible to invest directly in an index. Any hypothetical performance shown is for illustrative purposes only. Such results do not represent actual results and do not take into consideration economic or market factors which can impact performance. Actual clients may achieve investment results materially different from the results portrayed. Round-Ups® investments are transferred from your linked funding source (checking account) to your MyOakFinance Invest account, where the funds are invested into a portfolio of selected ETFs. If you do not maintain an adequate amount of funds in your funding source sufficient to cover your Round-Ups® investments, you could incur overdraft fees with your financial institution. Only purchases made with a funding source linked to your MyOakFinance account with the feature active are eligible for the Round- Ups® feature. Please note that a properly suggested portfolio recommendation is dependent upon current and accurate financial and risk profiles. Clients who have experienced changes to their goals, financial circumstances or investment objectives, or who wish to modify their portfolio recommendation, should promptly update their information in the MyOakFinance app or through the website. Actual MyOakFinance Earn rewards investments are made by MyOakFinance Grow, Inc. into your MyOakFinance Invest account through a partnership MyOakFinance Grow maintains with each MyOakFinance Earn partner. MyOakFinance Subscription Fees are assessed based on the tier of services in which you are enrolled. MyOakFinance does not charge transactional fees, commissions or fees based on assets for accounts under $1 million. MyOakFinance Checking clients are not charged overdraft fees, maintenance fees, or ATM fees for cash withdrawals from in-network ATMs. Please see your MyOakFinance Subscription Center or Account Statements for a description of the fees you pay to MyOakFinance for its services. Third Party Quotes shown may not be representative of the experience of MyOakFinance customers and do not represent a guarantee of future performance or success. Please click on each testimonial to review the context from which this quote was taken. MyOakFinance, Round-Ups, Real-Time Round-Ups, Invest the Change and the MyOakFinance logo are registered trademarks of MyOakFinance Grow Incorporated. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. MyOakFinance reserves the right to restrict or revoke any and all offers at any time.
Compounding, generally, is the growth of principal investments due to the reinvestment of dividends without withdrawing funds from the account. MyOakFinance investment accounts do not pay interest, so the impact of compounding may be limited. It is not an investing strategy and does not assure positive performance nor does it protect against losses. It does not take into account market volatility and fluctuations that will impact the value of any investment account.
The ETFs comprising the portfolios charge fees and expenses that will reduce a client’s return. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Investment policies, management fees and other information can be found in the individual ETF’s prospectus. Please read the prospectus carefully before you invest.
MyOakFinance also offers an MyOakFinance Checking deposit account. MyOakFinance Checking accounts are FDIC insured up to $250,000. MyOakFinance Visa™ debit cards are issued by Lincoln Savings Bank, member FDIC for MyOakFinance Checking account holders. "Save and Invest" claim refers to a client's ability to utilize the MyOakFinance Checking Real-Time Round-up feature to invest small amounts of money from purchases made using an MyOakFinance Checking account, and seamlessly investing those small amounts using an MyOakFinance Investment account. Requires both an active MyOakFinance Checking account and an MyOakFinance Investment account in good standing. Real-Time Round-Ups® are accrued instantly for investment during the next trading window.
1 Early Payday depends on timing of the submission of the payment file from the payer and fraud prevention restrictions. Funds are generally available on the day the payment file is received, up to 2 days earlier than the scheduled payment date. Timing may vary.
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