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Investment Options

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Investment Options

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  • The wealth builder
  • Secure your future
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Know About

Investing

With low interest rates and high inflation you might be looking at investing for the potential to achieve larger returns from your savings. Invest in one of our investment options: you can choose the risk level that’s right for you.

  • Invest in the momentum of a changing world

    Whether you want to live out your beliefs, help solve society's biggest challenges, or target companies poised for long-term success, you may be able to pursue your goals with Asset Capstone portfolio analysis and research experiences.Footnote 5

  • Tax efficient investing

    Any profit made is exempt from Capital Gains Tax and you won’t pay tax on any income from dividends.

  • No Fee

    We don’t charge commission and there are no hidden fees.

Features

Find an account that matches your investing style and helps you pursue your financial goals

Individual Brokerage

Pursue your financial goals with an account managed by you or by Asset Capstone. When managing on your own, enjoy simplified cash management and investing with features like direct deposit and a debit card.

Joint Brokerage

A joint account allows up to four account owners and has all the same benefits of an individual account. If you choose to have Asset Capstone manage the account for you, all owners can receive updates.

Custodial Brokerage

Manage funds on behalf of a minor or as a legal custodian with all the benefits of an individual account. This account is often used to set aside funds for education.

Trust Account

With a trust account, you can hold assets until they are used on behalf of family members or other beneficiaries.

Estate Account

With an estate account, you can administer a person's estate after their death on behalf of family members or other beneficiaries.

  • Eligibility to Apply

    To apply for a Credit Card

    • Minimum age: 18 years
    • For net monthly income of $2,500 or more
    • Consider a credit score between 750 and 900 to be adequate for a Credit Card.
    • No location barrier
    Open an Account