You’ve done a great job putting away some extra cash, but now it’s just sitting in the bank.
You deserve better than 0% interest. Open a Save account today.
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.
What You Get
Cash held in a government money market fund
No minimum balance
Free 30-minute diagnostic call with an advisor
Access to your convenient online dashboard
Guided Account Opening:
Book Your Diagnostic Call
Why guess on your account type and investment preferences? Book a call with an InvestRx® Advisor, and we’ll walk you through the whole process.
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.
Step 2: Information Gathering
After your Diagnostic Call, your InvestRx® Advisor will send you an electronic form requesting all of the data necessary to open your accounts.
Our electronic forms are securely encrypted, so your information is safe with us.
Step 3: Electronic Signature
Once we’ve received the necessary information, your advisor will send you an email with all of your account opening documents – which you’ll be able to sign electronically.
Once your accounts are open, you’ll be able to see them in the account dashboard.
Need to move money? 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.