Beanstox: Automated Investing 3.2.7

Welcome to Seriously Simple investing® with Beanstox!

Building wealth takes time. We offer a simplified, automated approach to help you get started. Begin your journey today!

How It Works:

1. Download the app.
2. Set up your account in minutes.
3. Connect your bank.
4. Start building your wealth today.

Designed for Individuals Seeking Automated, Simplified Investing:

Beanstox was developed by Shark Tank investor Kevin O'Leary and his team to assist millions of Americans in building wealth and securing a strong financial future. The platform encompasses investment principles that O'Leary utilizes for his own family, emphasizing simplicity, ongoing investment, and diversification.

Investment Process:

• Personalized portfolios tailored to your investment goals and risk profile.
• We utilize ETFs that are generally more tax-efficient and cost-effective, providing long-term income and growth potential.
• We prioritize investments in dividend income growth, as well as sectors/themes we believe will be increasingly important such as Technology, Health Care, and the Internet.
• Regular review and analysis ensure your investments align with the ever-changing economic and geopolitical environment.

Personal Finance Resources:

Gain access to educational articles on investment strategies and personal finance tips. Our in-app content covers topics like savings, debt management, and investing - all aimed to assist you in building wealth and maintaining financial health.

Simple Monthly Advisory Fee:

Beanstox maintains a straightforward $5/month fee structure* which includes account setup, account funding, personalized investing, portfolio monitoring and rebalancing, trade execution, account statements, tax reporting, and more. We do not charge additional trading costs, commissions or hidden fees. Plus, you can cancel anytime.

*For detailed fee information, please refer to the App or visit the Beanstox Website and Advisory agreement: www.beanstox.com/disclosure.

Beanstox Inc. is an SEC registered investment advisor coordinating brokerage services through DriveWealth LLC. Investing in securities involves risks and potential monetary loss. Consider your investment objectives, as well as Beanstox® charges and expenses, before making any investment decisions. The information provided herein is for illustrative purposes only and does not constitute personal investment advice, recommendations, or solicitations to hold, buy or sell any investment or security. All images and return figures depicted are for illustrative purposes only and do not represent actual customer or model returns. Past performance does not guarantee future results.