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Wealth & Private BankingFinancial Planning & Advicerobo-advisor

Acorns

Automated investing and financial management platform for everyday and retirement accounts.

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Overview

Acorns offers a robo-advisor platform that helps users invest spare change, automate money management, and save for retirement through IRA accounts.

The platform includes brokerage accounts, IRA accounts, checking and savings accounts, and a money manager that automatically allocates funds across investing, saving, and spending.

Acorns also provides financial products for families, including UGMA/UTMA accounts and a debit card with a learning app for kids to build money skills.

Key Features

  • + Round-up investing from everyday purchases
  • + Automated portfolio management
  • + IRA retirement accounts with contribution matching
  • + Checking and savings accounts with debit card
  • + Money Manager for automatic allocation of funds
  • + Cashback rewards invested automatically
  • + Financial education tools for kids

Integrations

Lincoln Savings Banknbkc bankFDIC insured accounts
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