Banking
with market returns¹

FDIC-insured deposits and SIPC-insured accounts.³

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You deserve more from your money

We created Save so you can invest and save smarter. Powered by a new approach to savings and investment technology, Save makes better returns possible while your deposits are capital protected³.

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Smarter

Now there is a smarter way to grow your money. Save is built by financial professionals in wealth management and banking technology working together to get you more.

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Higher Return, Lower Risk

Save provides market returns with the security of traditional bank products.

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Simpler

Investing with Save isn’t just simple; it is automatic. Every time you deposit funds into your Market Savings, Save is investing in the market on your behalf. Bank as usual and watch your account grow.

Market Savings

Most savings accounts return less than 2% Source: National Rates and Rate Caps per year. If you want to grow your wealth, you can always invest in the market. But that puts your hard-earned savings at risk.

So how can you get more from your savings without risking them in the market?

By replacing typical savings account interest with investments, Market Savings combines the security of FDIC-insured bank deposits with the upside potential of market returns. So your savings get a chance to truly grow — without risking your deposit.

Market+

Save combines stock market exposure plus a 3.00% guaranteed annual yield through a conservative investment program that achieves principal protection based on a three-year term and a variable APY of 5.16%5 using S&P 500 Risk-Controlled Portfolio historical performance.

3-year term
Guaranteed
Annual Return
3.00%
Average Variable
Market Linked Return
+ 5.16%

Market Trust

A New Way to Save for Retirement

Save helps make up for lost time safely through a conservative investment program that achieves principal protection based on a five-year term and a variable APY of 12.88%** using S&P 500 Risk-Controlled Portfolio historical performance.​

5-year term
12.88%
Variable APY**

APY is not guaranteed. Minimum 0%.

Meet our team

We believe a financial advisor’s role should go beyond simply recommending investments; we take responsibility for the outcomes of those investments. We created Save as an answer to traditional bank products and investment services that were not giving enough back to you, the customer. We believe you deserve service that allows you to keep your money safe but receive the rewards of market investments.

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