Two Principles, Three Steps, Four Promises
Three steps to see how much you’ll pay
The OpenInvest Advantage Fee DiscountThe more you invest, the more you save.
- Any discount applies to your entire investment amount
- Any applicable discount is factored into the above fee calculation
- The discount applies to the OpenInvest Administration Fee only
|Funds Invested||Discount Rate|
|$0 - 500k||0%|
|$500,001 - $1m||15%|
|$1,000,001 - $2m||35%|
|more than $2m||55%|
Four promises about our fees
1. No hidden fees or charges, ever:
We won't charge you for simply going about your business, including things like getting a statement, transferring money, changing investment managers or portfolio models, or closing your account. Please note that if your portfolio includes any managed funds, their buy/sell spread will be passed on.
2. You keep your interest – all of it:
Other investment platforms take a serious clip of the interest your money earns sitting in cash (and only mention this in the fine print) but we never will. We'll get you the best interest rate we can and you keep 100% of it. After all, it's YOUR money.
3. We pay for brokerage:
If you've done your own share trading, you'd know that you pay brokerage on every trade. That adds up. OpenInvest has decided to absorb that cost.
4. Maximum value, always:
While your fee covers everything OpenInvest already does, we’re not going to rest on our laurels. We’re committed to improving what we offer without charging you any more for future enhancements.