Seriously Simple Investing
Stop worrying, start investing. Automate your wealth with Beanstox.
Beanstox is the robo-advisor app that helps you build wealth by simplifying the investing process—it's Seriously Simple Investing®!
Set up your account in minutes and begin your wealth-building journey today.
Shark Tank investor Kevin O'Leary and his team created Beanstox to help millions of Americans build wealth and a strong financial future, using investment principles that O'Leary uses for his own family: Keep it simple, keep investing, keep it diversified.
INVESTMENT PROCESS: Personalized portfolios based on your investment goals and risk profile. We use ETFs that are tax efficient and low cost, an asset as you build income and growth over the long term. Investment selection focuses on dividend income growth and the sectors / themes that we believe will be increasingly important such as Technology, Health Care and the Internet. Regular review and analysis to ensure your investments are best suited to the ever changing economic and geopolitical environment.
FINANCIAL LITERACY: Access to educational investment and personal finance tips. We share articles in-app about savings, debt management and investing. All to help you build your wealth and commit to your financial health.
SIMPLE MONTHLY ADVISORY FEE
Beanstox has a simple $5/month fee* structure. It includes your account setup, account funding, personalized investing, portfolio monitoring and rebalancing, trade execution, account statements, tax reporting, and more. Beanstox does not charge any additional trading costs, commissions, or other hidden fees. And you can cancel anytime.
* For additional information on fees, download the App or see the Beanstox Website and Advisory agreement: www.beanstox.com/disclosures
Beanstox Inc. is an SEC registered investment adviser and has arranged for brokerage services provided by DriveWealth LLC. Investing in securities involves risks. There is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Beanstox® charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations, or solicitations to hold, buy or sell any investment or security of any kind. All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Past performance does not guarantee future results.
In this release we fixed some bugs with text and in-app message display. We also made some back office automation improvements. It’s still Seriously Simple Investing®.
Ratings and Reviews
3 stars ....multiple error messages upon trying to link bank, add money (saying I have insufficient funds when I have multiple hundreds of dollars in my account) connecting to plaid is a pain... I’m hoping it’s just because it’s a new app under dev still but as of right now I’m not impressed... was looking forward to the concept hopefully they fix these issues soon. Maybe my opinion shall change when they do!
Developer Response ,
Thank you for reporting these issues to us. We are aware of this problem which affects some users and will release an updated version of the app soon which should correct this. We may be able to help with your Plaid bank connection issue in the meantime. Please contact email@example.com for further assistance. Thanks for using Beanstox. We hope your opinion does indeed change in the future as we continue improving our app!
“Lost” my money and account
This service is horrible. Stay away at all costs. Everything worked great for a few months. About a week ago, my account suddenly showed a notification that it was “pending liquidation” after I had made no such request. It instructed me to “contact support” if I had questions, so I did. I received a generic reply that it was an “internal error and we’re working on fixing it.” The next day, my account shows $0 balance - no transaction history showing that shares have been sold, no transfer history saying that money has been withdrawn. Fast forward to a week later, my account still shows $0 balance, nothing has been fixed, and each time I email support, I’m given the same generic reply that “we’re working on fixing this right away. Rest assured your funds are still invested.” I have even emailed asking very specific questions like, “can you tell me when/how I can get my funds transferred back to my bank account and cancel my account?” Each time, these questions are completely avoided. There is no phone number to call and talk to a representative. It’s insane, like they’re holding my funds hostage and not allowing me access by claiming an “internal error”. I just want my money back. If there’s really an internal error affecting your customers’ ability to maintain their own investment accounts, you should not be taking over a week to fix it.
Developer Response ,
This misleading error issue has since been resolved and funds were safely in the your account at all times. Please reach out to firstname.lastname@example.org if you’re still experiencing issues!
I never write reviews! However, I was so disappointed with this app, I had to write something with the hope to save others from wasting their time and money. This app is a great concept! Initially, i invested $200 a week to get the feel of the app. When I reached $3,000, I wanted to see how simple it would be to gain access to my funds. It took over a month with multiple issues and poor communication. My account was frozen for no apparent reason. Even when I cancel the service another withdrawal was made. You will never talk to anyone, just multiple emails. I’m glad I didn’t invest what I had planned to. I have never been so disgusted with service. I’m disappointed and that’s very difficult to make happen because I try to see the best in everything.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Beanstox Inc.
- 43 MB
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © 2021 Beanstox Inc.
With Family Sharing set up, up to six family members can use this app.