Finn Investment Account

A Finn investment account is optional. You do not need one to connect your existing financial accounts, use Finn’s guidance, or get a whole-financial-life view.

Opening an account

To open a Finn investment account, you must complete identity verification and meet the applicable account eligibility requirements. The app guides you through the current steps and required information.

Custody and protection

Securities brokerage services for Finn investment accounts are provided by Alpaca Securities LLC, member FINRA/SIPC. Review the account-specific agreements, disclosures, and applicable protections before opening or funding an account.

Fees, transfers, and trading

Fees, transfer timing, eligible investments, and trading rules for a Finn investment account are separate from Finn’s subscription service. Review the current fee schedule and account support articles before using those services.