Connect everything once & Invest automatically

01

Download Invest First

Download the Invest First APP and create your account in minutes

02

Link your Bank & Brokerage

Securely connect your bank & brokerage accounts

03

Connect your Credit and Debit Cards

Add the credit and debit cards you choose to use

04

Invest Automatically

Once contributions reach your threshold, shares are purchased at next market open

Features

Choose your Percentage

Choose the percentage that works best for your goals.

Automatic Investing

Invest a percentage of everyday purchases automatically.

Secure Account Connections

Connect your bank, cards, & brokerage account.

Compounding Growth

Put time and consistency to work in your favor.

You Stay in Control

Investments remain in your brokerage account and under your control.

Dollar-Cost Averaging

Build wealth through consistent investing over time.

One-Time Setup

Connect your accounts once and let Invest First do the rest.

Spend As Usual

No budgeting, spreadsheets, or manual transfers.

Frequently asked questions

Why is it called Invest First?

Invest First helps you put investing first by automatically investing a percentage of your everyday purchases. By making investing part of your daily spending routine, building wealth becomes simple, consistent, and automatic.

What is Invest First?

Invest First is an app that automatically invests a percentage of your everyday purchases, helping you build long-term wealth through consistent investing without changing your spending habits.

How does Invest First work?

After completing a one-time setup, Invest First monitors purchases made with your linked debit and credit cards and automatically invests the percentage you choose into your brokerage account. You continue spending as usual while your investments grow in the background through consistent investing.

Who is Invest First For?

Invest First is designed for anyone who wants to build wealth through consistent investing without having to remember to invest manually. Whether you're new to investing or already have experience, Invest First helps make investing a natural part of your everyday routine.

Do I need investing experience?

No. Invest First is designed to be simple and easy to use for investors of all experience levels. If you're new to investing, we recommend starting with a diversified index fund, such as VOO, which provides broad exposure to the stock market.

Do I need to change how I spend money?

No. One of the biggest benefits of Invest First is that you continue spending as usual while investing happens automatically in the background. There are no budgets to manage, no manual transfers to remember, and no changes required to your everyday spending habits.

Contact

We'd love to hear from you

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