Now, parents, family, and friends can collectively invest in the kids they love, starting at the earliest age.
Custom portfolios and options for recurring contributions mean that smart investing is easier than ever.
No more cash stuffed in an envelope. With EarlyBird, family and friends can gift investments to your little one, so their gifts can grow up, just as they do.
With meaningful photos and videos attached to each gift or investment, your child will never lose sight of the love that built their nest.
EarlyBird helps parents launch a type of custodial investment account known as an UGMA (Universal Gifts to Minors Act). These are flexible accounts that will be transferred to your child when they are of age (18 or 21, depending on your state of residence). As opposed to a 529, which can only go toward education-related expenses, funds from an UGMA can support any of your little one's big dreams, from travel to college to homeownership.
We’ve set EarlyBird up so that your child can have a smart, simple, and modern portfolio. That means the option to invest in ETF-based portfolios and crypto, all tailored to you and your child’s goals, timeline, and risk tolerance.
We’re committed to providing you and your family with the highest levels of security. Our trusted partner and custodian Apex Clearing Corporation, a third-party SEC registered broker-dealer and member of FINRA and Securities Investor Protection Corporation (SIPC), holds all investment accounts. This means the investments in your account are protected up to $500,000 total.
We also use multi-factor authentication, automatic logouts, ID verification to prevent unauthorized access, and 256-bit SSL encryption to protect accounts.
Our pricing is simple. The subscription fee is $2.95/month for families with one child or $4.95/month for families with multiple children.
For family and friends who are sending gifts, there is a gift processing fee that is applied based on the gift value and payment method.