• Low, Transparent Fee

    We charge a single, transparent annual fee of 0.50% of assets. No underlying ETF/mutual fund expenses or other commonly hidden fees.
  • Tax-Loss Harvesting

    Tax optimization at the individual equities level possible on all accounts, which can generate significantly higher tax savings than harvesting at the fund level.
  • Account Types

    We support individual/joint investment accounts, and traditional, ROTH, and SEP IRAs. Our account size minimum is currently $3,000.
  • Trust

    OpenInvest is a Public Benefit Corporation dedicated to impact from Day 1. We are fully transparent and here to empower your goals.

Honesty and transparency are our core principles. We’re happy to show you how we line up with our competitors, so you can decide what’s best for you.