Search our FAQ for answers to anything you might ask.


Taxes on investments can vary based on factors like the type of investment, holding period, and your tax bracket. It's essential to understand tax rules and consider tax-efficient investment strategies.

You can use our platform to monitor your investments, track performance, and receive regular updates. Additionally, we send mail updates on all transactions that occur in your account.

Long-term investing involves holding investments for several years or more, while short-term investing typically has a shorter time horizon.

A 529 plan is a tax-advantaged savings plan designed to help families save for future education expenses.

Strategies to reduce taxes on investments include investing in tax-efficient funds, utilizing tax-advantaged accounts, and tax-loss harvesting.

A dividend is a payment made by a corporation to its shareholders as a share of its profits.


Click your username, then click passwords & devices input previous password, then enter and confirm new password.

Click on the payout tab, request new payout, choose payout method and enter the amount you need to withdraw and request payout.

Click the top up button on your dashboard, enter the amount you want to deposit, choose a payment method and then complete paymet.