For Existing Clients with Established “&Stock” Portfolios
Send a perfect for birthdays, Christmas, graduation or other occasions gift to help grow the portfolio.
- Your $125 gift includes: adding funds to the existing account, an age appropriate finance themed book, a new stock document, a customized letter, and ongoing support.
- Even if there’s a recurring deposit into the account, it’s a way to increase the portfolio value and a great reminder about being a stock owner.
- You send a gift and we do the work on your behalf. Stuff&Stock Add-on is a gift that can appreciate in value.
*Fund amount will purchase a (slice or full) share of stock based on the current value of the stock already included in the portfolio.
*If the recipient has a diversified portfolio, you’ll need to identify the “&Stock”