Levo Financial

BANKING AND INVESTING SEAMLESSLY INTEGRATED.
Levo is a Spendable Investment Account. Your money stays invested in stocks and bonds, but you can access it immediately with a debit card and other convenient banking features.
FULLY INVESTED
The money in your Levo account stays fully invested in the market, so you don’t miss out on any returns. Deposits are automatically invested, and your money stays invested right up until the moment you spend it.
EASILY ACCESSIBLE
Unlike traditional investment accounts, Levo lets you access your invested money just like a bank account. You don’t even need to convert to cash before spending it. With Levo, there’s no excuse not to keep your money invested.
SET-AND-FORGET INVESTING
Your Levo portfolio is designed to be a set-and-forget portfolio that you don’t have to monitor. Just choose the risk level you’re comfortable with, and we’ll handle the rest. Everything in your Levo account stays fully invested in a diversified portfolio of low-cost stock and bond ETFs. At Levo, we believe investing should be just as easy as putting money in the bank.
SEAMLESSLY INTEGRATED BANKING FUNCTIONALITY
Deposit your paycheck straight to your Levo account. Spend directly from your investment portfolio with your Levo debit card. Pay your bills using your Levo account and routing number. Unlike other investing platforms, we believe accessing your money should be just as easy as depositing it.
STRAIGHTFORWARD PRICING
Levo charges less than the average investment firm while providing a full suite of banking features at no additional cost. We never charge any commissions, subscription fees, or overdraft fees. Our only fee is an investment advisory fee of 0.75% annually, which is calculated as a percentage of your account balance.
Levo Financial is not a bank. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Levo Financial and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
Banking services are provided by Synapse’s Bank partners, Members FDIC. Banking services include bank accounts (Individual Spending Accounts) and debit card usage for Levo users. The issuing bank information will be found on the back of your debit card.
​​Investment advisory services are provided by Levo Adviser, LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Alpaca Securities LLC, member FINRA/SIPC, a wholly owned subsidiary of AlpacaDB, Inc.
Levo Financial users must be 18 years of age or older, reside in the U.S. with a valid U.S. address, and have a valid SSN.
All accounts are subject to approval and you may cancel email subscriptions at any time.
This content, developed by Levo Financial, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.