As an SEC-registered investment advisor, we work with partner financial institutions to provide you instant access to your invested balance.
We integrate a checking account from Synapse’s bank partners, Members FDIC, and a brokerage account from Apex Clearing Corporation, Member SIPC. Our banking and investment partners are some of the most trusted in the industry.
By doing this, we stitch two accounts together to give you the everyday functionality of a checking account, and the ability to invest just like an investment account - a true all-in-one checking and investing account. 💪