Grow your money, Trade & Invest With Confidence
From active trading in stocks, options, and crypto to long-term investing and retirement planning, we put powerful tools in your hands. Access automated portfolios, tax-efficient accounts, and commission-free trading, all in one place.
Smart Investment Solutions
Active Trading
Trade stocks, options, and crypto in real time with advanced tools and zero commission fees. Take control of your portfolio with instant execution and powerful charting.
Auto-Investing
Set it and forget it. Automated investing strategies that work while you sleep.
High Returns
Maximize your wealth with competitive returns and compound growth strategies.
Tax Optimization
Smart tax strategies including IRAs and 401(k)s to keep more of your returns.
PRO
Portfolio Diversification
Professional portfolio management across multiple asset classes to minimize risk and maximize growth.
Automated Investing
Take the stress out of investing with automation.
Get a diversified, expert-built portfolio to help you invest like a pro. We manage your money for you—helping minimize taxes and maximize returns—while you focus on living your life.
Prefer a hands-on approach? Our platform also lets you trade actively across stocks, options, and crypto, all from the same dashboard.
━ Start investingInvestment Services
Ready to get started? Check out our most popular accounts.
Automated Investing
Brokerage Account
Maximize your money: Get a high-impact 4.50% variable APY.*
Don’t let traditional savings accounts keep your money from growing. Our high-yield cash account earns interest at nearly 10x the national average.**
No fees or minimum balance, just $10 to get started
Up to $2M FDIC insurance with our program banks
Unlimited withdrawals
Transfer cash to investing accounts seamlessly
RETIREMENT PLANNING
Retire with confidence using our IRAs.
Tax advantages, automated investing, and expert guidance to help you build wealth for retirement.
- Traditional, Roth, and SEP IRAs available
- Easy rollovers from old 401(k)s
- Smart tools to track your progress
Limited time: Get 1% match
We'll match 1% of your IRA contributions through December 30, 2024.
Testimonials
"The trading tools are seamless. I can place stock and option trades instantly, track my positions in real time, and still manage my longer-term investments from the same account. It feels like having a full brokerage in my pocket."
Karen G.
"What impressed me most was how the platform balances active trading with automated investing. I trade crypto and stocks during the week, while my retirement savings continue to grow through an automated IRA plan."
George S.
"Rolling over my 401(k) was simple. The guidance on tax-advantaged accounts was clear, and the portfolio recommendations were tailored to my goals. I feel confident knowing my future is being managed with expertise and transparency."
Casey M.
"Checking my accounts on mobile is straightforward. I like being able to move between my cash reserve, automated portfolio, and trading account without any friction. It saves me time and keeps everything organized."
Coleman T.
"I wanted a platform that offered serious trading capabilities without giving up professional money management. This strikes the perfect balance with advanced charts and execution for active trading, plus automated rebalancing for the long term."
Jackson A.
Have any Questions?
You can contact us via email or phone
info@crestwood.com
Phone