Grow your money, The Simple Way. Build your future. Start Investing.
Build wealth effortlessly with automated investing, boost your cash with a competitive variable 4.50% APY, and secure your future with tax-advantaged IRAs.
Smart Investment Solutions
Auto-Investing
Set it and forget it. Automated investing strategies that work while you sleep.
High Returns
Maximize your wealth with competitive returns and compound growth strategies.
Tax Optimization
Smart tax strategies including IRAs and 401(k)s to keep more of your returns.
PRO
Portfolio Diversification
Professional portfolio management across multiple asset classes to minimize risk and maximize growth.
Automated Investing
Take the stress out of investing with automation.
Get a diversified, expert-built portfolio to help you invest like a pro. We manage your money for you—helping minimize taxes and maximize returns—while you focus on living your life.
━ Start investingMaximize your money: Get a high-impact 4.50% variable APY.*
Don’t let traditional savings accounts keep your money from growing. Our high-yield cash account earns interest at nearly 10x the national average.**
No fees or minimum balance, just $10 to get started
Up to $2M FDIC insurance with our program banks
Unlimited withdrawals
Transfer cash to investing accounts seamlessly
RETIREMENT PLANNING
Retire with confidence using our IRAs.
Tax advantages, automated investing, and expert guidance to help you build wealth for retirement.
- Traditional, Roth, and SEP IRAs available
- Easy rollovers from old 401(k)s
- Smart tools to track your progress
Limited time: Get 1% match
We'll match 1% of your IRA contributions through December 30, 2024.
Investment Services
Ready to get started? Check out our most popular accounts.
Automated Investing
Testimonials
"I like the different types of accounts offered, the high APY, and how easy it is to check my accounts on mobile."
Karen G.
"Saves the stress and hassle of handling retirement savings myself."
David S.
"It's a good "set-it-and-forget-it" investing tool for my family."
Casey M.
Have any Questions?
You can contact us via email or phone
info@crestwood.com
Phone