How does the sign-up process work?

The sign-up process is easy, you need a valid email, bank account, must be over 18 years old and a resident of the United States. Everything is confidential and secure. At Helium Investments we take your security very seriously.

Does Helium Investments do a credit check?

There will be no credit checks done when interacting with Helium Investments. This means you can begin planning your future sooner.

Is there a minimum deposit?

There is no minimum deposit on any of our accounts but do note accounts with $0.00 balance will be closed after 90 days.

How old do I need to be to sign up with Helium Investments?

You must be at least 18 years of age.

What do I need to sign up with Helium Investments?

You will need a valid bank account at a major banking institution.

What countries does Helium Investments operate in?

We currently service the United States. Interested in seeing us in your country? Shoot us an email!

How much does saving and investing with Helium Investments cost?

Our pricing is extremely simple. Accounts under $10,000 are managed completely free. For accounts over $10,000 we charge 0.50% per year then 0.40% for the amount over $250k+. Compared to fees against the average American Mutual Fund at 2.42% per year.

Are there any fees for client advice?

If you have an account with a balance on it, you are eligible for free advice on your investments and accounts with other investment providers.

Are there any fees for transfers or service?

There are no deposits, withdrawals, transfers, service, or support fees. You are free to manage your funds how you see fit.

How are my investments taxed?

Withdrawls from Roth savings accounts are tax free. Withdraws from your 401(k) are taxed at your marginal rate when withdrawl from it.

When are my tax forms available?

Tax forms are available by February 28th in the new year.

Are there any taxes on Helium Investments fees?

There are no taxes on Helium Investment fees. All of Helium Investments fees are tax deductible.

What is tax loss harvesting and how does it work?

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or "harvesting" a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining the optimal asset allocation and expected returns.

How is my personal identity kept secure at Helium Investments?

Helium Investments takes security extremely seriously. All of your personal identification is encrypted on secure servers to ensure all of your personal information is kept safe.

Why does my login expire every 30 minutes?

Your login expires every 30 minutes to ensure your session is kept secure, this is especially important if accessing your account from a public place.

How is Helium Investments regulated?

Helium Investments is regulated by the SEC (Securities and Exchange Commission). Helium Investments follows their guidelines and abides by their regulations.

How are my deposits with Helium Investments secured?

Your deposits will Helium Investments are secured by working with our broker to provide you with a completely safe and secure investing experience.