WealthBuilder Investing – Digital investing with a human touch

Digital investing and planning with a human touch.

SAVINGS

– Earn up to 1.85% APY*
– FDIC insurance covering up to $1,000,000
– Access cash in 1-2 business days
No limits on withdrawals
– No minimum balance

No fees

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INVESTING

– Goals-based investing: retirement, college, major purchase
– Globaly diversified portfolios
– Varied investment themes:
Traditional Asset allocation, Socially Responsible Investing, Smart Beta and Target Income strategies
No commissions. No account minimums. Annual fee ranges from 0.40% – 1.50%

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RETIREMENTBUILDER

Personalized investment advisory services for 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held using our multi-custodian trading platform.

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PERSONAL ADVICE

– Dedicated Wealth Advisor
–  Flexible subscription services for all life stages.
– Advice on life events: retirement planning, retirement income, large purchases, college, estate planning, tax strategies, stock options, insurance planning 
Subscription service starting at $79/month

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Register today for our FREE Planning Tool

Register Today. It’s Free

Download our Monthly Portfolio Updates

IncomeConservativeModerately ConservativeModerate Moderately AggressiveAggressive

See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results

Download our Mobile App

Search: Betterment

WealthBuilder Investing offfers flexible and easy to use platform

PAPERLESS ACCOUNT OPENING

Paperless account opening and transfers with just a few clicks. 

AUTO DEPOSIT AND TRANSFERS

Automate your investment savings and transfers from external accounts 

NO FEES TO BUY OR SELL

No additional fees to buy or sell securities in your portfolios

PORTFOLIO REBALANCING

We rebalance your portfolio quarterly at no additional cost to you

View ADV Brochure for additional Information

Start investing today. No commissions. No minimums.

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About WealthBuilder Investing

Offered by MRA Advisory Group (“MRA”) 

As a robust digital investing tool, WealthBuilder Investing helps MRA deliver on its mission:

Simplify financial services across generations.

Learn More at mraadvisory.com

Get in Touch

Address:
3799 US Hwy 46, Ste. 100
Parsippany, NJ 07054 

Phone: +1 844.672.7623

Email: support@mraadv.com

Contact us

Betterment Everyday Savings

*This offering by Betterment is for the benefit of MRA’s clients. MRA is not compensated at any time when client’s enroll in savings account. MRA only charges fees on assets under management. The Betterment Everyday Savings (“Savings”) annual percentage yield (“APY”) is based on commitments from program banks if the program was available as of 11/08/2019. 1.85% APY is a Promotional Offer for individuals who sign up for the Betterment Everyday Checking waitlist and applies to cash deposited into Savings for the duration of 2019. APY is 1.60% as of 11/08/2019 without the promotional offer. APY is a variable rate and may change at any time. Current APY can be found here. No minimum balance is required. There is a minimum deposit of $10. ‡ Checking accounts and the Betterment Visa Debit Card (collectively “Betterment Everyday Checking” or “Checking”) provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Funds deposited into Checking will be eligible for up to $250,000 of FDIC insurance. Betterment Everyday Checking made available through Betterment Financial LLC. Betterment Financial LLC does not charge foreign transaction fees for the use of the Betterment Visa Debit Card outside of the United States. However, Visa charges a foreign transaction fee of 1%. Betterment Financial LLC does not reimburse this 1% transaction fee on foreign ATM transactions or on any other foreign transactions or purchases. † Betterment LLC clients may choose to participate in Betterment Everyday Savings (“Savings”), through which clients’ funds are deposited into one or more banks (“Program Banks”) where the funds earn a variable interest rate and are eligible for FDIC insurance. FDIC insurance is not available until deposits are received by the Program Banks. There are currently at least four Program Banks, which allows funds deposited into Savings to be eligible for up to $1,000,000 of FDIC insurance (up to $250,000 at each program bank). Clients are responsible for monitoring their total assets at each Program Bank, including existing deposits held at Program Banks outside of Savings, to ensure FDIC limits are not exceeded, which could result in some funds being uninsured. The FDIC calculates the limits based on all the accounts held at a bank, not just cash in Savings. If you elect to exclude one or more Program Banks the amount of FDIC insurance available to you through Savings may be lower. For more information on FDIC insurance please visit www.FDIC.gov. The deposits in Savings are not covered by SIPC. See Program Terms and Conditions for additional information. This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Terms & Legal Privacy Policy Trademark. How Betterment calculates “better returns”. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

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