Haven offers four main financial tools. you can pick and choose to find the best way to suit your unique needs.
Haven Dashboard: Haven offers a free money manager and financial tracker app to bring your finances in one place. View spending, upcoming bills, fees and net worth in one place.
Haven 2% Earning Savings account: Earn 2% APY on your savings in a FDIC insured bank account up to $250,000. Haven builds your safety net into an account that pays 2% annually.
Haven’s Personal Investing account: After learning about your financial situation, risk preferences and goals, Haven will invest for you across ETFs built from the biggest investors in the industry, like Vanguard and BlackRock. Your money is SIPC insured up to $500,000.
Haven Individual Retirement account: Retirement might seem like worlds away but getting started early means taking advantage of great tools to set you up to reach your goals easier. Haven IRAs offer access to a wide range of investments. We'll help you find the right mix that works for your situation. Your money is SIPC insured up to $500,000.
Haven 401k Optimizer: 401ks, IRAs, and other retirement accounts can feel like a black box. Your 401k can stay exactly where it is. You don’t have to open a new account or roll it over. Answer some risk questions, when you want to retire and Haven can cut your hidden fees and put you in an age-appropriate mix of stocks and bonds.