Dropping the cost of your wealth management by up to 90%, because everyone deserves access to quality.

Our powerful technology platform combined with our customer-first approach and investment expertise means we can deliver a world-class investing experience for a fraction of the cost of traditional wealth management.

Discover our plans

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Transactions

Free Annual Transaction
Volume (USD)

Stock and ETFs per trade
free or up to $2 for members

Foreign Exchange Fee
Deposit and Withdraw

Savings Sweep Rate

Crypto Spread

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Asset Features

Strategies Created

Subscribed Strategies

View Strategies

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Automation

Broker and Financial
Connections

Multi Orders

Active Strategies

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Assistant

GPT 4.0 + Web References

Assistant Threads

Assistant Messages

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Concierge


Financial Baseline and
lifetime forecast consultation

On Demand FIF tax position

All eccuity Pro Features

Invest
$0
/month
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Transactions

Free Annual Transaction
Volume (USD)

$0

Stock and ETFs per trade free or up to $2 for members

0.4%

Foreign Exchange Fee (Deposit & Withdraw)

1%

Savings Sweep Rate

3.5%

Crypto Spread

0.6%

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Asset Features

Strategies Created

3

Subscribed Strategies

5

View Strategies

5

Integrations Icon - Techflow X Webflow Template
Automation

Broker & Financial Connections

1

Multi Orders

1

Active Strategies

1

Advanced CRM Icon - Techflow X Webflow Template
Assistant

GPT 4.0 + Web References

0

Assistant Threads

2

Assistant Messages

5

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Addons

Financial Roadmap Created with Advisor

Total Portfolio FIF Calculation

All eccuity Pro Features

Invest Plus+
$10
/month
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Analytics

Free Annual Transaction
Volume (USD)

$10,000

Stock and ETFs per trade free or up to $2 for members

0.3%

Foreign Exchange Fee (Deposit & Withdraw)

0.7%

Savings Sweep Rate

3.7%

Crypto Spread

0.6%

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Asset Features

Strategies Created

5

Subscribed Strategies

10

View Strategies

Integrations Icon - Techflow X Webflow Template
Automation

Broker & Financial Connections

2

Multi Orders

3

Active Strategies

2

Advanced CRM Icon - Techflow X Webflow Template
Assistant

GPT 4.0 + Web References

0

Assistant Threads

2

Assistant Messages

20

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Addons

Financial Roadmap Created with Advisor

Financial Roadmap Created with Advisor

All eccuity Pro Features

eccuity Private
$125
/month
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Transactions

Free Annual Transaction
Volume (USD)

$1,000,000

Stock and ETFs per trade free or up to $2 for members

0.1%

Foreign Exchange fee (Deposit & Withdraw)

0.3%

Savings Sweep Rate

3.9%

Crypto Spread

0.6%

Automated Reports Icon - Techflow X Webflow Template
Asset Features

Strategies Created

Subscribed Strategies

View Strategies

Integrations Icon - Techflow X Webflow Template
Automation

Broker & Financial Connections

Multi Orders

Active Strategies

Advanced CRM Icon - Techflow X Webflow Template
Assistant

GPT 4.0 + Web references

Assistant Threads

Assistant messages

Support Icon - Techflow X Webflow Template
Addons

Financial Roadmap Created with Advisor

Total portfolio FIF Calculation

All eccuity Pro Features

How we compare

We've worked hard to make sure you're getting the best value from your intelligent investment platform, eccuity. Check out how we compare against other self-directed investment options in the market:

eccuity Invest
Broker fee per trade (USD)
0.1-0.4%
$3.00
$5.00
$3.00
$90.00
Margin available and short selling
Crypto USD pairs
Free advanced tools with eccuity
Foreign exchange fee per trade
0
0
0
0
0
Foreign exchange fee on deposit and withdrawal
0.3%-1%
0.50%
0.40%
1%
1%
Example Portfolio
Fees for a NZD $7,000 portfolio traded 5 times per month for a year
$285.47
$358.20
$566.66
$393.20
$9,738.05

Disclaimer: The pricing above may change from time to time making this comparison out of date. Make sure to validate pricing before making any decisions.

Ready to explore your intelligent investment platform?

We’ve reimagined wealth management so you can make your hard earned wealth work better for you.

Wealth Management Reimagined

Transparency, Low Fees, Smart Investing