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BANKING
WITH MARKET RETURNS‡

FDIC-insured deposits and SIPC-insured accounts.†

Get Started


YOU DESERVE MORE FROM YOUR MONEY

We created Save® so you can invest, save, and spend smarter. Powered by a new
approach to savings and investment technology, Save makes better returns
possible while your deposits are FDIC insured.†

Get Started

SMARTER

Now there is a smarter way to grow your money. Save is built by experts in
wealth management and banking technology working together to get you more.

HIGHER RETURN, LOWER RISK

Save provides market returns with the security of traditional bank products.

SIMPLER

Investing with Save isn’t just simple; it is automatic. Every time you use your
Save Wealth Card or deposit funds into your Market Savings, Save is investing in
the market on your behalf. Bank as usual and watch your account grow.

Get Started

"Because your principal will be sequestered in an FDIC-insured bank account, you
can't lose money."

July 2022

"Save is an ultra high-yield investment savings account."

July 2022

“What Save does that's different from many other nonbank financial providers is
combine deposits insured by the FDIC with higher returns from curated investment
portfolios.”

December 2022

"You won't lose money if the stock market takes a turn for the worse."

December 2022

"Because your principal will be sequestered in an FDIC-insured bank account, you
can't lose money."

July 2022

"Save is an ultra high-yield investment savings account."

July 2022

“What Save does that's different from many other nonbank financial providers is
combine deposits insured by the FDIC with higher returns from curated investment
portfolios.”

December 2022

"You won't lose money if the stock market takes a turn for the worse."

December 2022




MARKET SAVINGS

Most savings accounts return less than 2% Source: National Rates and Rate Caps
per year. If you want to grow your wealth, you can always invest in the market.
But that puts your hard-earned savings at risk.

So how can you get more from your savings without risking them in the market?

By replacing typical savings account interest with investments, Market Savings
combines the security of FDIC-insured bank deposits with the upside potential of
market returns. So your savings get a chance to truly grow — without risking
your deposit.

Learn More
1-year term
8.96 %
APY*
2-year term
7.69 %
APY*
5-year term
9.06 %
APY*
*Truth in Investing Disclosure


TRUTH IN INVESTING DISCLOSURE

Generally, an APY (or annual percentage yield) is the yearly return on a bank or
investment account. Save Market Savings is a hybrid product and service that
includes deposit account linked to an investment product. The deposit account
portion of the Save Market Savings product and service is provided by Webster
Bank, N.A., Member FDIC; and is non-interest bearing with a 0% APY. The
investment portion of the Save Market Savings product and service offers the
potential to earn an APY with a variable rate (Variable APY). The Variable APY,
if any, is derived from the investments made by Save on behalf of the customer
within Save’s portfolio of strategies over the duration of term length selected
by the customer. The Variable APY, if any, will be equal to the cumulative
return for the investments selected for you by Save for the term selected on the
applicable maturity date. The Variable APY may be 0% but will never be less than
the Minimum Variable APY of 0% per annum. Assuming a minimum Variable APY of 0%
per annum, if the Variable APY applicable to a particular maturity date is less
than or equal to the Minimum 0%, the customer will not receive any Variable APY
return for that investment upon maturity. Variable APY’s are subject to change
at any time. Variable APY is not guaranteed. The Variable APY presented is
hypothetical in nature and reflects the potential growth that could accrue if
the investment is held for the entire term selected. Variable APY’s are based on
hypothetical back-tested performance in the Save Moderate Portfolio from 2006 to
present and are shown net of fees. Hypothetical back-tested performance is no
guarantee of future performance and actual results will vary. For more detailed
information please see Hypothetical Back-testing.

The minimum deposit amount is $1,000 for the 1-year term and $5,000 for the
5-year term. Deposits are FDIC-insured up to the maximum allowed by law,
$250,000 per depositor, per bank. Management Fees associated with the
investments may reduce earnings on the account. Customer withdrawal prior to
maturity could result in additional associated costs.

Learn More


WEALTH CARD

The first high-yield credit card that replaces rewards with investments, no
matter how you spend.

 * Average return of 5.60% Average annual returns are based on hypothetical
   back-tested performance in the Save Moderate Portfolio from 2006 to present
   and are shown net of fees. Hypothetical back-tested performance is no
   guarantee of future performance and actual results will vary. Returns are
   subject to change daily. Minimum return will always be at least 0%. The
   return figures shown are for informational purposes only and are not actual
   customer returns. For more detailed information please see Hypothetical
   Back-testing."
 * No variable categories, no exclusions, no cap on
   earnings
 * Choose a portfolio that matches your goals
 * Access to premium Visa benefits

Learn More
Learn More


MEET OUR TEAM

We believe a financial advisor’s role should go beyond simply recommending
investments; we take responsibility for the outcomes of those investments. We
created Save as an answer to traditional bank products and investment services
that were not giving enough back to you, the customer. We believe you deserve
service that allows you to keep your money safe but receive the rewards of
market investments.

Learn More



READ WHAT OTHERS HAVE TO SAY ABOUT SAVE

A Fintech / Bank Relationship Shouldn’t Be a Pain in the BaaS

Travillian - February 2023

Save Launches First U.S. Hedge Fund-Driven Savings Program

PR Newswire - January 2023

Save launches the first ESG-focused savings program in the U.S.

PR Newswire - December 2022

Save® takes on first institutional investors to fund its growing B2B business...

PR Newswire - December 2022

Fintech plans to double workforce, add bank partners in 2023

American Banker - December 2022

Earn Returns and Reach Savings Goals

GOBankingRates - November 2022

A Fintech / Bank Relationship Shouldn’t Be a Pain in the BaaS

Travillian - February 2023

Save Launches First U.S. Hedge Fund-Driven Savings Program

PR Newswire - January 2023

Save launches the first ESG-focused savings program in the U.S.

PR Newswire - December 2022

Save® takes on first institutional investors to fund its growing B2B business...

PR Newswire - December 2022

Fintech plans to double workforce, add bank partners in 2023

American Banker - December 2022

Earn Returns and Reach Savings Goals

GOBankingRates - November 2022



See all Articles


TRUTH IN INVESTING DISCLOSURE

Generally, an APY (or annual percentage yield) is the yearly return on a bank or
investment account. Save Market Savings is a hybrid product and service that
includes deposit account linked to an investment product. The deposit account
portion of the Save Market Savings product and service is provided by Webster
Bank, N.A., Member FDIC; and is non-interest bearing with a 0% APY. The
investment portion of the Save Market Savings product and service offers the
potential to earn an APY with a variable rate (Variable APY). The Variable APY,
if any, is derived from the investments made by Save on behalf of the customer
within Save’s portfolio of strategies over the duration of term length selected
by the customer. The Variable APY, if any, will be equal to the cumulative
return for the investments selected for you by Save for the term selected on the
applicable maturity date. The Variable APY may be 0% but will never be less than
the Minimum Variable APY of 0% per annum. Assuming a minimum Variable APY of 0%
per annum, if the Variable APY applicable to a particular maturity date is less
than or equal to the Minimum 0%, the customer will not receive any Variable APY
return for that investment upon maturity. Variable APY’s are subject to change
at any time. Variable APY is not guaranteed. The Variable APY presented is
hypothetical in nature and reflects the potential growth that could accrue if
the investment is held for the entire term selected. Variable APY’s are based on
hypothetical back-tested performance in the Save Moderate Portfolio from 2006 to
present and are shown net of fees. Hypothetical back-tested performance is no
guarantee of future performance and actual results will vary. For more detailed
information please see Hypothetical Back-testing.

The minimum deposit amount is $1,000 for the 1-year term and $5,000 for the
5-year term. Deposits are FDIC-insured up to the maximum allowed by law,
$250,000 per depositor, per bank. Management Fees associated with the
investments may reduce earnings on the account. Customer withdrawal prior to
maturity could result in additional associated costs.

ACCOUNTS

 * Wealth Card
 * Market Savings

INVESTMENTS

 * Analyzer
 * Hypothetical
   Back-testing

REWARDS

 * Referrals
 * Plant a Tree

HELP

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COMPANY

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Investment Advisory Services offered through Save Advisers LLC ("Save
Advisers"), an SEC registered investment adviser. All brokerage and clearing
services are provided by Apex Clearing Corporation, Member FINRA/SIPC. Prior to
becoming a client, if at all, each prospective Client must answer a series of
subjective and objective questions to evaluate both the individual’s objective
capacity to take risk and subjective willingness to take risk.

‡ The deposit account portion of the Save Market Savings product and service is
provided by Webster Bank, N.A., Member FDIC. Customer funds provided will be
deposited into non-interest-bearing accounts at Webster Bank, N.A. The
investment portion of the Save Market Savings product and service is provided by
Save. Save Advisers, LLC, nor its investment affiliates, are a bank.

The Save Wealth Card product and service is provided by Solid Financial
Technologies, Inc. through Evolve Bank & Trust, member FDIC pursuant to license
by Visa.

* Generally, an APY (or annual percentage yield) is the yearly return on a bank
or investment account. Save Market Savings is a hybrid product and service that
includes deposit account linked to an investment product. The deposit account
portion of the Save Market Savings product and service is provided by Webster
Bank, N.A., Member FDIC; and is non-interest bearing with a 0% APY. The
investment portion of the Save Market Savings product and service offers the
potential to earn an APY with a variable rate (Variable APY). The Variable APY,
if any, is derived from the investments made by Save on behalf of the customer
within Save’s portfolio of strategies over the duration of term length selected
by the customer. The Variable APY, if any, will be equal to the cumulative
return for the investments selected for you by Save for the term selected on the
applicable maturity date. The Variable APY may be 0% but will never be less than
the Minimum Variable APY of 0% per annum. Assuming a minimum Variable APY of 0%
per annum, if the Variable APY applicable to a particular maturity date is less
than or equal to the Minimum 0%, the customer will not receive any Variable APY
return for that investment upon maturity. Variable APY’s are subject to change
at any time. Variable APY is not guaranteed. The Variable APY presented is
hypothetical in nature and reflects the potential growth that could accrue if
the investment is held for the entire term selected. Variable APY’s are based on
hypothetical back-tested performance in the Save Moderate Portfolio from 2006 to
present and are shown net of fees. Hypothetical back-tested performance is no
guarantee of future performance and actual results will vary. For more detailed
information please see Hypothetical Back-testing.

The minimum deposit amount is $1,000 for the 1-year term and $5,000 for the
5-year term. Deposits are FDIC-insured up to the maximum allowed by law,
$250,000 per depositor, per bank. Management Fees associated with the
investments may reduce earnings on the account. Customer withdrawal prior to
maturity could result in additional associated costs.

** Information provided by Save Advisers Customer Support is for informational
and general educational purposes only and is not investment or financial advice.
Additionally, Save Advisers does not provide tax, legal or accounting advice,
and investors are encouraged to consult with their personal advisers.

† To obtain FDIC insurance coverage, customer funds provided will be deposited
into non-interest-bearing accounts at Webster Bank. FDIC insurance coverage for
funds deposited at Webster Bank is limited to not more than $250,000 per
depositor, per FDIC-insured bank, per ownership category. Actual deposit
insurance coverage may be lower if you have other funds deposited at Webster
Bank, N.A.. Customers are responsible for determining the amount deposited in
each account at Webster Bank, N.A., and for monitoring the total amount of their
deposits at Webster Bank, N.A., to determine the extent of available FDIC
insurance coverage in accordance with FDIC rules. Learn more at:
https://www.fdic.gov/deposit/deposits. Only the funds customers provide and
deposit with Webster Bank, N.A. will be eligible for FDIC insurance. Webster
Bank is not providing any investment advice or responsible for the purchase or
performance of any investment contracts. The funds held in the Apex Clearing
Corporation accounts are not FDIC-insured, are not bank guaranteed, and may lose
value with a minimum return of zero. Maximum balance and transfer limits apply.
Neither Save Advisers, LLC, nor its affiliates, are a bank. Apex Clearing
Corporation is a member of the Securities Investor Protection Corporation
(“SIPC”), formed by Congress to protect “customers” of broker-dealers and to
promote public confidence in the U.S. securities markets. Customers of a SIPC
Member that fails financially are afforded certain benefits under the Securities
Investor Protection Act (“SIPA”). These benefits are relevant only if the
broker-dealer that “carries” a customer’s account fails and is liquidated under
SIPA. At Apex Clearing Corporation, your investments are protected by SIPC up to
a maximum of $500,000 total, including $250,000 in cash balances. Coverage
limitations apply. To learn more about SIPC coverage, visit the SIPC website at
www.sipc.org.

†† Save Referral and Bonus Programs: For each successful referral, Save buys
strategy-linked securities for each party whose investment value is equivalent
to:

$5,000 for Market Savings, $2,500 for the Wealth Plus account, and $5,000 for
the Wealth Premium account.

As a sign-up bonus, for each new Wealth Plus or Wealth Premium account
(including referrals), Save buys strategy-linked securities for each party whose
investment value is equivalent to $10,000.

By using this website, mobile applications and related services, you understand
the information being presented is provided for informational purpose only and
agree to our Terms of Service and Privacy Policy. Save Advisers relies on
information from various sources believed to be reliable, including clients and
third parties, but cannot guarantee the accuracy and completeness of that
information. Nothing in this communication should be construed as an offer,
recommendation, or solicitation to buy or sell any security.

Save Advisers’ internet-based advisory services are designed to assist clients
in achieving discrete financial 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. All investing involves risk, including the possible loss
of interest on your initial investment. Our program contains certain risks
including: the Strategies may not work as designed, the program may not fit your
specific investment objective due to the principal protection initiative, and
potential opportunity risk. We will deliver to each prospective client further
details about the program’s risks including those set forth in ADV Part 2.

© 2023 Save Advisers LLC, V10.0.76

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