Lesson in Course: Starter Packs (beginner, 1min)

How our partnerships work

We’re about keeping everything simple. Here’s how our process works.

1 Knowledge  

  • Start with what you're looking to accomplish from investing.
  • We provide the full guide, everything you need to learn, to get you there.

2 Confidence  

  • We personalize the experience by asking some questions along the way. This gives us a better understanding of what you’re interested in and what you need.
  • We make sure you have the knowledge and resources to confidently choose the financial products and services that are the right fit for you.

3 Engagement  

  • Get rewarded for taking action.
  • Our partners help you seamlessly go from learning to doing.
  • We pass sign-up bonuses to you.

The cycle continues!

  • There is always more to learn, new things to discover and try out. Keep building your financial knowledge and skills. Over time, it’ll compound faster than your investments!
  • We’re always adding more lessons and expert content, both more advanced and entirely new topics.

Featured Partners

Brokerage account |

Invest in stocks. Follow other investors, see their portfolios, and exchange ideas. Public lets you invest in stocks with any amount of money and see what others invest in.

Check out Public
Individual Retirement Account | Alto IRA

With a self-directed IRA from Alto, you can invest your retirement money in alternative assets. Things like startups, crypto, and more!

Check out Alto IRA
Crypto exchange | Coinbase

Store your crypto in your own personal crypto wallet, explore decentralized finance (DeFi), buy and sell NFTs, and more.

Check out Coinbase
Financial planning  | Java Wealth Planning

Get ongoing financial planning and investment management services OR have a couple of short-focused sessions to solve that one pain point.

Check out Java Wealth