Skip to main content

Sign up for a Neo Invest™ account

  • Updated

Neo Invest™—powered by OneVest brings a digital investing experience ‌with the expertise and insights of expert portfolio managers that help you reach your goals faster.

You can start investing effortlessly and confidently, even if you have ‌little or no investing experience. We’ve designed diversified portfolios to match your specific risk and return goals.

Don't let your dreams remain on hold. Start investing today

Invest today to grow your wealth

We may ask you to share your personal information and complete an ID verification check to get the account.

How to get your Neo Invest account

Neo app

  • Tap Sign up on the Neo app and follow the steps for profile creation
  • Tap Start Investing 🡲
  • Enter your details and complete the ID verification
  • Review your agreement and tap Accept to open your account
  • Fund your Neo Invest™ account with a Money account or an external account

Web

  • Go to member.neofinancial.com/signup and follow the steps to create your profile
  • Select Start Investing 🡲
  • Enter your details and complete the ID verification
  • Review your agreement and select Accept to open your account
  • Fund your Neo Invest™ account with a Money account or an external account

You can invest on auto-pilot with your Money account.

Why should you get a Neo Invest™ account?

Simpler and smarter

It’s incredibly simple to get a Neo Invest™ account, even if you have little or no investment experience or knowledge.

Unleash growth potential

You can create an investment goal and choose to invest in diversified portfolios that contain stocks, bonds, and other financial assets.

Set-and-forget

You can have complete confidence in the OneVest team of expert portfolio managers taking care of your investments. 

They’ll actively monitor your portfolio and make adjustments to it based on current market conditions to get you ‌the best possible returns.

Application in review

Some applications need our attention. We’ll email you once your account is ready. Here you can learn reasons for application in the review.

Was this article helpful?

Have more questions?

1-855-636-2265