All your accounts, right here.
Seeing your money holistically is essential for understanding your true financial situation. Our account aggregation tools let you create a personalized dashboard to easily see where you stand.
Link your savings accounts, checking accounts, credit cards, and other investments to your dashboard. Then customize them with nicknames and personal photos so you can quickly see how each account fits into your life, your goals, and what’s important.
Account management made easy.
We have streamlined all of our account-management functions to make your online experiences easy, seamless, and as automated as possible.
When opening a new Marstone account, you can choose between a standard investment or a tax-advantaged retirement account to hold your portfolio. Accounts can be held either individually or jointly, and we’ll help you understand which type of account is right for you.
Our full investment platform will launch in early 2016.
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