Investment Services
Grow your wealth with intelligent investment solutions tailored to your goals
Robo-Advisor
Automated portfolio management powered by advanced algorithms and Nobel Prize-winning investment strategies.
- Personalized portfolios
- Automatic rebalancing
- Tax-loss harvesting
- Low 0.25% annual fee
- $500 minimum investment
Wealth Management
Dedicated financial advisors providing personalized guidance and comprehensive wealth planning services.
- Personal financial advisor
- Custom investment strategy
- Estate planning support
- Retirement planning
- $100K minimum investment
Self-Directed Trading
Take control with commission-free trading on stocks, ETFs, options, and cryptocurrencies with real-time market data.
- $0 commission trades
- Stocks, ETFs, options
- Cryptocurrency trading
- Advanced charting tools
- No account minimum
Retirement Accounts
Build your retirement savings with Traditional and Roth IRAs featuring flexible investment options and expert guidance.
- Traditional & Roth IRAs
- SEP & SIMPLE IRAs
- 401(k) rollovers
- Catch-up contributions
- Free planning tools
529 College Savings
Invest in your child's future with tax-advantaged 529 plans offering diverse investment portfolios and flexible withdrawals.
- Tax-free growth
- Age-based portfolios
- Gift contribution options
- State tax benefits
- Low fees
Alternative Investments
Diversify beyond traditional stocks and bonds with access to private equity, REITs, and other alternative assets.
- Real estate investment trusts
- Private equity funds
- Commodities & precious metals
- Hedge fund access
- Accredited investor options
Basic
Automated investing for beginners
- Robo-advisor portfolio
- Automatic rebalancing
- Tax-loss harvesting
- Mobile & web access
- Email support
Premium
Advanced tools + advisor access
- Everything in Basic, plus:
- Financial advisor consultations
- Custom portfolio options
- Unlimited trades
- Priority support
- Advanced analytics
Wealth
Dedicated advisor + full service
- Everything in Premium, plus:
- Dedicated wealth advisor
- Estate planning services
- Alternative investments
- Tax planning
- 24/7 concierge support
Smart Investing Made Simple
Whether you're just starting your investment journey or managing significant wealth, NeoBank Investment Services provides the tools, guidance, and technology you need to succeed.
Our platform combines cutting-edge automation with human expertise, giving you the best of both worlds. From automatic portfolio rebalancing to personalized financial advice, we're with you every step of the way.
All accounts are SIPC insured, and we use bank-level security to protect your investments 24/7.
Investment Philosophy
We believe in long-term, diversified investing based on your unique goals and risk tolerance. Our portfolios are built using Modern Portfolio Theory and adjusted for tax efficiency.
With low fees, transparent pricing, and no hidden costs, more of your money stays invested and working for you. Start with as little as $500 and scale as you grow.