Finch: Checking and Investing
Earn Market Returns.
DeveloperTRIO Financial Technologies, Inc.
|Developer||TRIO Financial Technologies, Inc.|
Finch is an all-in-one checking and investing account that puts your money to work! Finch lets you earn investment returns by automatically investing your balance into a portfolio designed to match your unique risk profile. This means your checking balance is always working for you, from day one, no matter what your balance is. Finch further pushes the envelope by enabling you instant access to your money when you need it- even the invested part! KEY FEATURES: • Seamless all-in-one account • Simple Automatic investing • Personalized investment recommendations • Instant access to your money (even the invested part) ADDITIONAL BENEFITS • No account minimums • No hidden fees • Direct deposits • Free ACH payments • Free withdrawals at over 55k ATMs • Debit card with remote lock features • Backed by a FDIC insured bank and a SIPC insured broker dealer We have even more features coming soon! ---------------------- This app is operated by Trio Financial Technologies Inc, doing business as Finch. Advisory services are provided by Trio Advisors, Inc., doing business as Trio App Advisors, Inc. an SEC-registered investment adviser. Banking services provided by Evolve Bank & Trust, Member FDIC. The Finch Mastercard® Debit Card is issued by our partner bank pursuant to a license from Mastercard International Incorporated. Trio App Advisors, Inc. works with a partner broker, Apex Clearing Corporation, who is a member of FINRA/SIPC, which protects securities of its members up to $500,000 (including $250,000 for claims for cash). For details, please see www.sipc.org. Any uninvested cash or investment allocation to the Finch cash sweep is swept into an interest-bearing FDIC-insured deposit account opened by Finch’s partner broker at a participating bank and is eligible for FDIC insurance up to the standard limit of $250,000 per account holder, per institution. Non-deposit investments are not FDIC insured and may lose value. Investing involves risk including loss of principal. Please consider, among other important factors, your investment objectives, risk tolerance and Finch’s pricing before investing. Past performance does not guarantee or indicate future results.