How Can Beanstox Help You?
Investing doesn’t have to be a complicated process involving spreadsheets, number chasing, and complex calculations. If you’re using Beanstox, it can be as simple as investing a small amount of money every week or month.
Investing doesn’t have to be a complicated process involving spreadsheets, number chasing, and complex calculations. If you’re using Beanstox, it can be as simple as investing a small amount of money every week or month.
Kevin O’Leary, Beanstox Chairman and co-owner, understands millions of Americans struggle to invest and prepare for the future and has come up with a solution designed to simplify the entire investing process. Investing is, in part, about consistency, and it’s easy to get started with Beanstox. All it takes is an initial investment of at least $100. Then you can set up your recurring automated deposit and see how your wealth can grow over time.
Get Started With Beanstox
Set yourself up for a better future, with the freedom and security that come from having a growing portfolio. Download Beanstox and set up your automated recurring deposits today!
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You’ve probably heard someone say, “I really need to start investing,” then… nothing happens.
You’ve probably heard someone say, “I really need to start investing,” then… nothing happens.
You’ve probably heard someone say, “I really need to start investing,” then… nothing happens.
May 2025 turned out to be a strong month for the U.S. stock market, with the S&P 500 gaining 6.3%, marking its best monthly performance since November 2023.
May 2025 turned out to be a strong month for the U.S. stock market, with the S&P 500 gaining 6.3%, marking its best monthly performance since November 2023.
May 2025 turned out to be a strong month for the U.S. stock market, with the S&P 500 gaining 6.3%, marking its best monthly performance since November 2023.
Want to invest for retirement but not sure where to begin? Even with zero investing experience, Individual Retirement Accounts (IRAs) are a fantastic place to start.
Want to invest for retirement but not sure where to begin? Even with zero investing experience, Individual Retirement Accounts (IRAs) are a fantastic place to start.
Want to invest for retirement but not sure where to begin? Even with zero investing experience, Individual Retirement Accounts (IRAs) are a fantastic place to start.
Legal
Developers
Unless indicated differently, data is as of 03/31/2025.
*Disclosures
Beanstox does not provide tax, legal, accounting, budgeting, credit score, or banking advice. The information provided is for informational purposes only and is not intended to constitute such advice. Readers are encouraged to consult with their personal tax, legal, and accounting professionals for specific guidance.
Beanstox has partnered with April Tax Solutions Inc. to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April Tax Solutions Inc. is a third-party service provider and is not affiliated with Beanstox.
* Open a Traditional IRA with Beanstox and boost your federal tax refund by up to $22 for every $100 you contribute by April 15, 2025 (or up to $1,540 assuming 22% on the maximum contribution of $7,000). Then file your taxes effortlessly with the easy-to-use tax tool powered by april and claim the IRA deduction.
ᶿ Maximum refund guarantee is provided by April Tax Solutions Inc.. If you use april's service to prepare and file your return and you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), you may use their service to amend that return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
If April Tax Solutions Inc.'s tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the Internal Revenue Service (“IRS”) that you would otherwise not have been required to pay, April Tax Solutions Inc. will reimburse you up to a maximum of $10,000.
1. Pricing: Learn About Pricing.
2. Power Savings: As of March 31, 2025: traditional US Savings Account Rate: 0.41% (YCharts); T-Bill yield: 4.21% (YCharts); 4.4% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors.
3. Stocks 500: Where applicable, as of March 31, 2025, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 10% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1 million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 8% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of 03/31/2025, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s 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. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2025 Beanstox Inc.
Copyright © 2025 Beanstox. All Rights Reserved
Legal
Developers
Unless indicated differently, data is as of 03/31/2025.
*Disclosures
Beanstox does not provide tax, legal, accounting, budgeting, credit score, or banking advice. The information provided is for informational purposes only and is not intended to constitute such advice. Readers are encouraged to consult with their personal tax, legal, and accounting professionals for specific guidance.
Beanstox has partnered with April Tax Solutions Inc. to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April Tax Solutions Inc. is a third-party service provider and is not affiliated with Beanstox.
* Open a Traditional IRA with Beanstox and boost your federal tax refund by up to $22 for every $100 you contribute by April 15, 2025 (or up to $1,540 assuming 22% on the maximum contribution of $7,000). Then file your taxes effortlessly with the easy-to-use tax tool powered by april and claim the IRA deduction.
ᶿ Maximum refund guarantee is provided by April Tax Solutions Inc.. If you use april's service to prepare and file your return and you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), you may use their service to amend that return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
If April Tax Solutions Inc.'s tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the Internal Revenue Service (“IRS”) that you would otherwise not have been required to pay, April Tax Solutions Inc. will reimburse you up to a maximum of $10,000.
1. Pricing: Learn About Pricing.
2. Power Savings: As of March 31, 2025: traditional US Savings Account Rate: 0.41% (YCharts); T-Bill yield: 4.21% (YCharts); 4.4% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors.
3. Stocks 500: Where applicable, as of March 31, 2025, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 10% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1 million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 8% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of 03/31/2025, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s 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. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2025 Beanstox Inc.
Copyright © 2025 Beanstox. All Rights Reserved
Legal
Developers
Unless indicated differently, data is as of 03/31/2025.
*Disclosures
Beanstox does not provide tax, legal, accounting, budgeting, credit score, or banking advice. The information provided is for informational purposes only and is not intended to constitute such advice. Readers are encouraged to consult with their personal tax, legal, and accounting professionals for specific guidance.
Beanstox has partnered with April Tax Solutions Inc. to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April Tax Solutions Inc. is a third-party service provider and is not affiliated with Beanstox.
* Open a Traditional IRA with Beanstox and boost your federal tax refund by up to $22 for every $100 you contribute by April 15, 2025 (or up to $1,540 assuming 22% on the maximum contribution of $7,000). Then file your taxes effortlessly with the easy-to-use tax tool powered by april and claim the IRA deduction.
ᶿ Maximum refund guarantee is provided by April Tax Solutions Inc.. If you use april's service to prepare and file your return and you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), you may use their service to amend that return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
If April Tax Solutions Inc.'s tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the Internal Revenue Service (“IRS”) that you would otherwise not have been required to pay, April Tax Solutions Inc. will reimburse you up to a maximum of $10,000.
1. Pricing: Learn About Pricing.
2. Power Savings: As of March 31, 2025: traditional US Savings Account Rate: 0.41% (YCharts); T-Bill yield: 4.21% (YCharts); 4.4% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors.
3. Stocks 500: Where applicable, as of March 31, 2025, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 10% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1 million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 8% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of 03/31/2025, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s 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. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2025 Beanstox Inc.
Copyright © 2025 Beanstox. All Rights Reserved