Discover a New Investment Experience with Vest!

Discover how Vest can be your ally on the path to financial freedom: invest commission-free, manage your portfolio effortlessly, and transfer your investments in minutes. Boost your finances with Vest. Read more here.
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In both investments and life, the right partners make all the difference.

At Vest, we want to be your ally and partner on your journey to financial freedom. Here, investments adapt to your plans, budgets, and goals.

We want you to enjoy a unique experience with a tool designed to simplify the investment process. Vest is more than just an investment platform, it's an opportunity to empower your portfolio.

Join us in this unique experience:

  • Invest without commissions: Focus on your goals, without extra fees.*

  • Intuitive technology: Manage your portfolio effortlessly from anywhere with our easy-to-use platform.

  • Diverse options: Explore new opportunities to diversify your portfolio. Remember, diversification can help manage risk, but it doesn't guarantee gains or fully protect against losses.

  • Educational content: Access resources that help you make more informed decisions.

  • Support in your language: Our team is ready to assist you in Spanish, always.

  • Referral program: Earn bonuses for each new investor who joins through your invitation.

  • An investment community: Join other investors to share knowledge and grow together.

Transferring Your Portfolio to Vest Is Simple

With the ACAT process (Automated Customer Account Transfer), you can efficiently bring your investments from other brokers to Vest:

  1. Log in to your Vest account: If you don’t have one yet, sign up and create an account in minutes.

  2. Start the transfer request: From "Transfers," select "Transfer account from another broker."

  3. Follow the steps: Provide the necessary details, and we'll handle the rest. In most cases, your portfolio will be with Vest within 5 to 7 business days. We’ll keep you informed every step of the way.

Benefits of Transferring Your Portfolio Using ACAT:

  • Keep your positions: There’s no need to sell and repurchase your assets, though keep in mind that market values may fluctuate during and after the transfer.

  • Efficient process: The system is designed to minimize errors and delays, though occasional issues may occur.

  • No additional cost for portfolios over $500 USD: Vest covers the transfer fees.

Take Your Investments to the Next Level

We invite you to explore the Vest experience: simple, transparent, and designed to boost your investments. We're here to help you every step of the way.

*Vest does not charge commissions for buying or selling assets. Other fees and charges may apply. For illustrative purposes only. This does not constitute investment advice. For more information, see our Social Media Disclosure. For more details on the ACAT process, write to us at support@mivest.io.

“Vest” is one of the trademarks under which Northbound Securities LLC, VestPay Inc., and VestWealth Inc. do business (collectively, the Vest Companies). The Vest Companies are wholly owned subsidiaries of Vest Inc. Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, the Vest Companies are not partners, affiliates, or licensees of these companies.

Important information to self-directed investors.

-Securities products and services are offered to self-directed investors through Northbound Securities LLC (Vest), a member of FINRA and SIPC. SIPC protects the securities of the customers of its members up to $500,000 (including $250,000 for cash claims). Explanatory brochure available upon request or at www.sipc.org.

-Online investments have inherent risk due to system response, execution price, speed, liquidity, market data and access times (which may vary due to market conditions), system performance, market volatility, order size and type, and other factors. An investor should understand these and additional risks before investing.

-The content, news, research, tools, market data, and stock symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in a particular investment strategy.

-The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Projections or other information regarding the likelihood of various investment results are hypothetical in nature, are not guaranteed as to accuracy or completeness, do not reflect actual investment results, and are not guarantees of future results.

-All investments involve risk, losses may exceed the principal amount invested, and past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Remember that diversification is not a risk-free investment strategy, and, in certain circumstances, it may not fit your investment objectives.

-Certain services (Brokerage Services) offered through our mobile app are offered only in jurisdictions where it is lawful to do so. The availability of the Brokerage Services through the Internet is not a solicitation or offer of the Brokerage Services to any person in any jurisdiction where such solicitation or offer is unlawful. We reserve the right to limit the availability of the Brokerage Services to any person, geographic area, or jurisdiction at any time at our sole discretion. We make no representation that the Brokerage Services are appropriate or available for use in locations outside the United States or that access to our mobile application is legally permitted in countries or territories where the Brokerage Services may be illegal. If you access the Brokerage Services from other locations, you do so at your own risk and are responsible for compliance with local laws.

-Before investing in any exchange-traded fund (ETF), you should consider its investment objective, risks, charges, and expenses. Contact us at support@mivest.io to obtain a prospectus containing this information. ETFs are subject to market fluctuations and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETF shares are bought and sold at a market price, which may be above or below their liquidation value, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to similar risks as stocks. Some specialized ETFs may be subject to additional market risks.

-Securities products are not insured by the Federal Deposit Insurance Corporation (FDIC). They are not guaranteed by a bank. They may lose value.

-FINRA's BrokerCheck report for Vest is available at https://brokercheck.finra.org/firm/summary/314549.

Important information regarding the investment advisory service.

-Investment advisory services (Advisory Services) are provided by VestWealth Inc. (VestWealth), an investment adviser registered with the Securities and Exchange Commission (SEC). SEC registration does not imply a certain level of skill or training.

-VestWealth is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.

-VestWealth's internet-based Advisory Services are designed to assist customers in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a customer's financial situation. They do not incorporate specific investments that customers hold elsewhere.

-Refer to VestWealth's Advisory Services brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and VestWealth's fees and other fees that may be charged. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested.

Important information regarding the money transmission service.

-Customer funds transfers in US Dollars are processed by VestPay Inc. (VestPay), a United States money services business registered with the Financial Crimes Enforcement Network (FinCEN).

Important information to Brazilian residents.

-None of the Vest Companies are authorized by the Brazilian Securities Commission (CVM) to offer the securities distribution service to investors residing, domiciled, or incorporated in the Federative Republic of Brazil (Brazilian Investors).

-The securities distribution service to Brazilian Investors is offered by FRAM Capital D.T.V.M. S.A., a corporation organized and existent under the laws of Brazil, duly authorized to operate as a securities broker dealer by the Brazilian Central Bank. This under the terms of Guidance Opinion 33 issued by the Brazilian Securities Commission.

-The registration and treatment of the clients’ information is conducted in accordance with the current legislation on personal data protection in place in Brazil and the determinations of the corresponding regulatory bodies on the matter, including Law No. 13,709.

V.02 11/17/2023