Trade stocks and ETFs commission-free, and hold a checking account that earns interest instead of collecting dust — both readable at a glance, like a statement should be.
Thousands of stocks and ETFs, real-time data, and no account minimums — nothing hidden in a footnote.
Trade stocks, ETFs, and options with no commission fees, backed by real-time data and charting.
Build a diversified portfolio from pre-selected ETF strategies — managed or self-directed.
Set a goal and a risk tolerance — we build and manage a diversified ETF portfolio for you.
Competitive interest, no monthly fees, and your money available wherever you are.
Interest-bearing checking with no minimum balance, free ATM access worldwide, and mobile deposit.
A premium metal debit card with purchase protection, travel benefits, and instant notifications.
Manage checking and investment accounts side by side in one clean, itemized mobile app.
Apply, fund, and start trading — in that order, and nothing more.
Complete a two-minute digital application.
Link your bank or transfer existing assets.
Buy stocks & ETFs, commission-free.
Open your HeritageInvest investment and checking account in minutes and begin building wealth.