Simple Investing

A smarter and simpler way to invest your money.

Open a new account today and get $100 cash bonus per $10,000 initial deposit up to $500 - use promotion code SUMMER2017. Conditions apply.
For a fair low cost monthly fee we provide you with the Right PortfolioTM for your investment goals, an investment account to match, a dedicated investment advisor and free investment advice
Get the Right PortfolioTM
For your investing style by answering our 5 step questionaire
No Trade Fees
All inclusive pricing includes trades, rebalancing, statements and more
Tax Optimized
For your investment goals. It could save you thousands of dollars per year
Trusted Investment Advisors
Get investment advice online or by phone in minutes

How much could I save?

$25,000
$50,000
$100,000

Incredible difference of

$?

Per year compared to a traditional mutual fund

Incredible Investing Platform
Helium Investments is available online or on your iOS or Android device 24/7.

View Account Balances & Interest Earned
Open New Accounts & Assign Portfolios
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Featuring portfolios for every investing style Tap cards to learn more
4.95%
Risk
Low to Medium
Period
Immediate Term

Defensive

=
6.29%
Risk
Low to Medium
Period
Short Term

Conservative

=
7.62%
Risk
Medium
Period
Mid Term

Balanced

=
8.64%
Risk
Medium to High
Period
Long Term

Growth

=
0.50%
Per Year
Show Pricing
Includes Unlimited Access To
  Online Portfolio Advice
  Financial Updates
  Mobile Apps
  Client Services
No account minimum | Cancel Anytime | No fee for accounts under $10,000
Investment Advisors are Available
Portfolios Available
Helium Investments portfolios are made of high quality assets and are suited to your level of risk. We have portfolios for any investing goal.

Accounts Types
Get the right account type for your investments in a Roth IRA, Rollover IRA, Traditional IRA or Cash account.

More Information
Learn more about us and help yourself to our free investment resources.

First Steps to Saving Money – Tackling Your Debt (Part 2) - Read more

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Let's build your financial future

I want to invest $ for years.