Hear From Kevin O'Leary
Hear From Kevin O'Leary
Chairman & Co-owner
Chairman & Co-owner
Hear from Kevin O'Leary
Chairman & Co-owner
Wealth Builder
Wealth Builder
Your Personalized Portfolio
Your Personalized Portfolio
Your Personalized Portfolio
Diversified expert-built portfolios are not just for the wealthy. Included with Beanstox Plus, Wealth Builder is your personalized ETF portfolio diversified into investments including: the US Market, Tech, Dividend Growth, as well as Bonds to reduce risk in some portfolios. All this for an affordable $5 subscription fee.
Diversified expert-built portfolios are not just for the wealthy. Included with Beanstox Plus, Wealth Builder is your personalized ETF portfolio diversified into investments including: the US Market, Tech, Dividend Growth, as well as Bonds to reduce risk in some portfolios. All this for an affordable $5 subscription fee.
*See Disclosures below
*See Disclosures below
Featured in
Featured in
Fully Automated Wealth Building
No Experience Needed
No Stock Picking, No Market Timing, No Experience Needed! Benefit by owning many stocks without the stress of stock picking, market timing, and other hassles.
Invest For Your Investment Goal
Beanstox builds a personalized ETF portfolio for long-term investing to match your investments goals and risk profile. Deposit and add to your investments or withdraw at any time.
Diversification
Avoid putting all your eggs in one basket. Beanstox aims to enhance your returns and reduce risk with an ETF portfolio diversified by geography, strategy, industry and asset class. A mix of ETFs means while some investments decline, others may go up.
No Experience Needed
No Stock Picking, No Market Timing, No Experience Needed! Benefit by owning many stocks without the stress of stock picking, market timing, and other hassles.
Invest For Your Investment Goal
Beanstox builds a personalized ETF portfolio for long-term investing to match your investments goals and risk profile. Deposit and add to your investments or withdraw at any time.
Diversification
Avoid putting all your eggs in one basket. Beanstox aims to enhance your returns and reduce risk with an ETF portfolio diversified by geography, strategy, industry and asset class. A mix of ETFs means while some investments decline, others may go up.
Set it and Forget it
Set it and Forget it
Automated Investing
Automated Investing
We do the work, so you don’t have to. Get automated recurring deposits, portfolio rebalancing and distributions reinvestments to grow your wealth faster! Weekly, bi-weekly and monthly options.
We do the work, so you don’t have to. Get automated recurring deposits, portfolio rebalancing and distributions reinvestments to grow your wealth faster! Weekly, bi-weekly and monthly options.
Built for You
Built for You
Answer a few questions and we’ll build an ETF portfolio to fit your investment goals and risk profile.
Answer a few questions and we’ll build an ETF portfolio to fit your investment goals and risk profile.
Investment & Finance Info
Investment & Finance Info
Get additional investment research, market commentary, and personal finance education exclusively for Beanstox Plus subscribers.
Get additional investment research, market commentary, and personal finance education exclusively for Beanstox Plus subscribers.
Get Started with Wealth Builder
Get Started with Wealth Builder
Seriously Simple Investing™ in the Palm of Your Hand
Seriously Simple Investing™ in the Palm of Your Hand
FAQ - Most Frequent Questions and Answers
FAQ - Most Frequent Questions and Answers
What does my $5 monthly subscription fee cover?
When you invest with Beanstox Wealth Builder, we do all of the heavy lifting for you for a $5 monthly subscription fee. The $5 monthly subscription fee includes the costs associated with:
initially setting up your account
maintaining your account
transaction processing including buying and selling securities
account management tasks like making available statements and documents required by the SEC
You can read more about Beanstox Fees on our website along with our Advisory Agreement.
Are there any other costs associated with my Beanstox account?
No! There are no other additional fees for costs associated with portfolio advisory services, custody, account maintenance, or trade executions, unless those fees are related to foreign exchange or third-party asset fees.
When you withdraw funds from your Beanstox account, you will incur a $0.25 charge, which will be subtracted from the total withdrawal amount.
The fees and expenses charged by ETFs to their shareholders are separate from, and in addition to, the Beanstox monthly fee. These fees and expenses are described in the prospectus of each ETF and are generally composed of a management fee and other fund expenses. Beanstox does not earn or receive a portion of such fees.
How do you build my portfolio?
Our portfolios are constructed by Beanstox and approved by its investment team which has decades of investment and portfolio construction experience. Answer a few questions and we’ll build a portfolio aimed at meeting your investment goals and risk tolerance levels based on your client profile. You will have some ability to customize the portfolio that we propose for you. You can also opt to decline the Proposed Portfolio and select a different portfolio offered by Beanstox.
How long does it take to set up my Beanstox account?
Everything about Beanstox is designed to make investing seriously simple, and that includes our sign-up process.
In minutes, you can set up your profile, approve your personalized ETF portfolio (or select an alternative Beanstox portfolio), link your bank account, and set up a recurring bi-weekly or monthly deposit. Start investing on the right foot quickly so you can start building wealth over time.
To learn more, read How do I open a Beanstox account?
How do I know what to invest in?
Beanstox Wealth Builder is a robo-advisor, therefore you simply answer a few questions and we’ll help select investments for you based on the investment goals and risk tolerance levels that you identify. You can also opt to decline the Beanstox Proposed Portfolio and select a different portfolio offered by Beanstox.
Learn with Beanstox
Do you find yourself waiting for the perfect moment to invest? Are you inclined to sell your holdings once you’ve earned substantial returns? Even worse, do you tend to panic when the market plummets, only to end up selling at the lowest point? If these scenarios resonate with you, it may be time to shift your focus toward a more rewarding strategy.
Do you find yourself waiting for the perfect moment to invest? Are you inclined to sell your holdings once you’ve earned substantial returns? Even worse, do you tend to panic when the market plummets, only to end up selling at the lowest point? If these scenarios resonate with you, it may be time to shift your focus toward a more rewarding strategy.
Do you find yourself waiting for the perfect moment to invest? Are you inclined to sell your holdings once you’ve earned substantial returns? Even worse, do you tend to panic when the market plummets, only to end up selling at the lowest point? If these scenarios resonate with you, it may be time to shift your focus toward a more rewarding strategy.
Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.
Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.
Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved