Save

InvestRx® Save

A better option for your emergency fund and short-term savings.

A Better Way to Save

Whether you are a seasoned investor, or just beginning to explore your options, everyone needs an emergency fund.

InvestRx® Save is a cash reserve account that allows you to save toward your short-term goals while earning a competitive interest rate. Use this account to create a safety net, save for a major purchase, or sock away some extra cash for a rainy day.

Know that your money is held in a government money market fund and accessible when you need it.

InvestRx Save

Competitive Interest Rate
Click here to see the current rate of the cash reserve money market fund.

Access When You Need It
No minimum balance or fees for withdrawing savings.

Easy Setup
Create your account in less than 5 minutes.

What You Get

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Cash held in a government money market fund

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No minimum balance

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Competitive interest rate

Click here for more fund information, including today’s interest rate

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Free 30-minute diagnostic call with an advisor

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Access to your convenient online dashboard

Start with InvestRx Save

Begin saving now, not later.

Take advantage of a high-yield savings rate.

Save for a large purchase without having your cash tied up in the stock market.

Get Started

Step 1:

Set Up Your InvestRx® Client Portal

When you first create your account, you’ll be asked if you’re setting up a Save or Invest account. Select Save and you’ll be directed right to your client portal.

Once you have the client portal, you’ll be able to:

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Track your InvestRx® Save & Invest accounts

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Set and track financial goals

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Aggregate you outside accounts to see them all in one place

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Have access to your secure document vault

Would you rather walk through the Client Portal set-up process with an Advisor? No problem! Just jump to step two and book a call. We’d be happy to help you set up your portal before we talk about your accounts.

Step 2:

Book Your Account Creation Call

Once you’ve created your client portal, book a call with an InvestRx® Advisor.

On this call, we’ll walk through the account opening process and talk about how you would like to fund your account.

At InvestRx® we think education is the key to becoming comfortable with your finances. That’s why we offer support from real Advisors at every step of the way.

Book Your Account Creation Call:

Self-Guided Account Opening:

We do offer the ability to open an account without the help of an InvestRx® Advisor. However, you will need to contact your advisor to move money into and out of your account.

Step 3:

Electronic Signatures

After your call, your advisor will send you an email with all of your account opening documents – which you’ll be able to sign electronically.

 

Going Forward:

Client Portal

Once your accounts are open, you’ll be able to see them in the account dashboard. You’ll also be able to request a change to your investment model, track performance, and communicate with your advisor.

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Money Movement

We’re currently working on an automated money movement tool. Until then, just give us a call during market hours (9:30 am – 3:00 pm EST) and we will get your order entered that day.

We’re Always Here

If you ever have questions or concerns about your account, your InvestRx® Advisors are always here to help. Book a complimentary 30-minute Diagnostic Call any time, or reach out via email and we’ll be happy to help.