Your Guide to Growth
Planning for your future doesn’t need to feel complicated. That’s why Equity Bank has partnered with Marstone to create SimplyInvest, the digital wealth management platform that’s simpler to understand, simpler to use, and simpler to succeed with. You’ll get the guidance and tools that help you achieve the life you dream of. You already trust us to help you manage your money day-to-day — and now we’re providing this valuable resource to help you grow your money for the future.
The SimplyInvest Difference
Low Opening Balance
Start your investing with as little as $500, and watch it grow.
Smart Tools
Automated account analysis and rebalancing tools.
All-Digital Setup
Fill out your application and fund your accounts online.
How SimplyInvest Works With You
Frequently Asked Questions About SimplyInvest
Yes! The dashboard lets you see your complete financial picture in one place. You can follow your progress and adjust your plan as you go.
We offer a digital advising tool that instantly lets you customize your portfolio to suit your situation.
No, your investments are not insured.
Please note that Equity Bank and its subsidiaries offer investment products which are not insured by the Federal Deposit Insurance Corporation (FDIC). These investment products are not deposits or other obligations of, nor are they guaranteed by Equity Bank or any of its subsidiaries, and may go down in value.
Investments in these products are subject to investment risks, including the possible loss of the principal amount invested. The value of these investment products can fluctuate, and investors may realize losses on these investments, including the possible loss of the principal amount invested. It’s important to carefully consider your investment objectives, level of experience, and risk appetite before deciding to invest in these products. We recommend seeking advice from a qualified financial advisor to ensure that you understand the risks involved.
The content is developed from sources believed to be providing accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation. Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.
Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser. Registration does not imply a certain level of skill or training.
Your trades are executed by Pershing, LLC, a member of the Securities Investor Protection Corporation (SIPC). That means your assets are protected up to $500,000 in value, including $100,000 in any cash awaiting reinvestment, if Pershing, LLC were to fail as a broker-dealer. SIPC does not protect against investment losses. All securities involve risk and may result in loss.
Marstone, LLC (“Adviser”) has entered into a solicitor’s agreement (the “Agreement”) with Equity Bank (“Solicitor”) whereby Adviser will pay cash compensation to Solicitor for introducing prospective investors who engage Adviser to provide investment services managed, directly or indirectly, by Adviser or its affiliates. Solicitor is not an investment advisory client of Adviser nor an investor in any of Adviser’s investment products. Solicitor has a material conflict of interest in introducing prospective investors to Adviser because the compensation paid by Adviser to Solicitor under the Agreement incentivizes Solicitor to recommend that prospective investors invest with Adviser.
Solicitation Fees. Adviser and Solicitor have entered this Agreement which allows Adviser to offer investment advisory and financial planning services to Bank clients. In return, Adviser pays the Bank a referral fee (the “Referral Fee”). The Referral Fee will be twenty-five percent (25%) of the fee owed to the Adviser under its client agreement once the assets under management on the Adviser’s Platform received from Solicitor reaches $5,000,000. The fee will continue to be paid to the Solicitor as long as the Bank client is a client of the Adviser. This fee will be owed regardless of charge backs or claims of refund unrelated to Solicitor error or willful negligence.
No cost will be added to the advisory fees that you will pay for Adviser’s services as a result of the fees paid to the Bank, and the client fee is the same as those charged to other clients of Adviser for similar services as further described in the Adviser’s Form ADV Part 2A brochure. Adviser and Bank are separate and distinct companies.
*In addition to the fees charged by Marstone, each exchange traded fund (“ETF”) company in which a client’s funds may be invested, charges fees paid by the investors that are deducted from the ETF’s assets. Please refer to our Form ADV 2A and Wrap Fee Brochure for further information regarding fees.