"Join for $249/month plus a one-time $49 signup fee."

We guide you step-by-step through opening and verifying your accounts on Robinhood, Fidelity, Coinbase, and other major platforms — from identity verification to funding your stock and crypto accounts with confidence.

Track your crypto and stock investments in one place — view your entire portfolio and monitor your total net worth from a single, easy-to-use dashboard.

Get a personalized digest of market and crypto news — curated to cut through the noise, filter out the hype, and keep you focused on what truly matters.

Learn how to protect your investments — from setting up 2FA to spotting phishing attempts and safeguarding your personal data.

Understand your tax responsibilities for both stocks and crypto — including 1099 forms, capital gains basics, and smart record-keeping, so you're fully prepared when tax season arrives.

Learn how to navigate each platform with confidence — place trades, check balances, set up price alerts, and access your account statements across both stock and crypto accounts.

We break down key investing concepts — like ETFs, crypto wallets, diversification, volatility, and dollar-cost averaging — all in plain, easy-to-understand language.

Not sure where to start? We help you define clear, realistic investment goals — with educational guidance, & financial advice.