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We are very excited about this new partnership with MyWallSt and all the possibilities it creates for our journey together. Great things are ahead for you as an investor, and we are honored to be by your side on this journey.

Here you will find all you need to know about your migration process from MyWallSt Advisory to Vest.

Welcome to Vest!

Unlock a new level for your investments with Vest.  

Our comprehensive investment app provides everything you need to make informed decisions.

Together with MyWallSt's high-quality content, Vest empowers you to take control of your financial future.

Who are we?

We are Vest and our priority has always been to work so that more people can benefit from investing in the U.S. stock market with security and ease through our app.

We are breaking down walls and making investing accessible and enjoyable for everyone.

We are not your typical investment firm. Our cornerstone is independence, which guarantees unbiased, client-focused services. We are not just a company, but a movement towards the democratization of markets. 

Created for you, by people like you. We are a team distributed in different countries, working in sync to develop the platform you are looking for. Continue your journey as a global investor with confidence, we are a fully FINRA regulated, SIPC member company.

At Vest we make investing accessible to everyone, invest as you like without minimum balances and 0% commissions in trading, here you will also find:

  • Effortless funding: Link your bank account seamlessly for smooth and instant money transfers.
  • Information at your fingertips: Vest's user-friendly platform boasts clear charts, informative graphics, and detailed company profiles to empower your decisions.
  • Make it yours: Tailor your portfolio dashboard with customizable tools to visualize your investments exactly how you like.
  • Advanced security: Rest assured, your investments are protected with multi-factor authentication and biometric logins.
  • Total control: Execute market and limit orders to fit your trading style, whether you're a seasoned pro or just starting.
  • Fractional shares: Invest in fractional shares and diversify your portfolio.
  • Themed investing: Explore curated investment lists based on your interests. Dive into tech giants or sustainable companies.

This is your new investment platform to access thousands of assets listed on the U.S. stock market.

How will the migration process work?

We will take care of all the details, you don't have to worry about anything! The migration process will be very simple, we will transfer your entire portfolio:

From MyWallSt Advisory:

  • All your investment assets (Stocks, REITs and ETFs).
  • The money available to invest.

To Vest:

  • All of your investment assets (Stocks, REITs and ETFs).
  • Money available to invest.

Important Dates:

Keep an eye out for upcoming communications!

Both the MyWallSt Advisory team and our team will be sharing all the information and steps you need to follow.

If you are an active Vest user: Please note that all information shared on this page about the migration process is presented for context and information for MyWallSt Advisory users.

Your Vest investment account will continue to function normally, your Vest experience will be further enhanced! This partnership will offer you even more quality information for your investments.

Do you have any questions?

Find the answers here

Want to contact support?

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*For illustrative purposes only. Does not represent an investment recommendation. For more information, please see our Social Media Disclosure.

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© 2024 Vest - Northbound Securities LLC. All rights reserved.

“Vest” is one of the trademarks under which Northbound Securities LLC, VestPay Inc., and VestWealth Inc. do business (collectively, the Vest Companies). The Vest Companies are wholly owned subsidiaries of Vest Inc. Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, the Vest Companies are not partners, affiliates, or licensees of these companies.

Important information to self-directed investors.

  • Securities products and services are offered to self-directed investors through Northbound Securities LLC (Vest), a member of FINRA and SIPC. SIPC protects the securities of the customers of its members up to $500,000 (including $250,000 for cash claims). Explanatory brochure available upon request or at www.sipc.org.
  • Online investments have inherent risk due to system response, execution price, speed, liquidity, market data and access times (which may vary due to market conditions), system performance, market volatility, order size and type, and other factors. An investor should understand these and additional risks before investing.
  • The content, news, research, tools, market data, and stock symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in a particular investment strategy.
  • The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Projections or other information regarding the likelihood of various investment results are hypothetical in nature, are not guaranteed as to accuracy or completeness, do not reflect actual investment results, and are not guarantees of future results.
  • All investments involve risk, losses may exceed the principal amount invested, and past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Remember that diversification is not a risk-free investment strategy, and, in certain circumstances, it may not fit your investment objectives.
  • Certain services (Brokerage Services) offered through our mobile app are offered only in jurisdictions where it is lawful to do so. The availability of the Brokerage Services through the Internet is not a solicitation or offer of the Brokerage Services to any person in any jurisdiction where such solicitation or offer is unlawful. We reserve the right to limit the availability of the Brokerage Services to any person, geographic area, or jurisdiction at any time at our sole discretion. We make no representation that the Brokerage Services are appropriate or available for use in locations outside the United States or that access to our mobile application is legally permitted in countries or territories where the Brokerage Services may be illegal. If you access the Brokerage Services from other locations, you do so at your own risk and are responsible for compliance with local laws.
  • Before investing in any exchange-traded fund (ETF), you should consider its investment objective, risks, charges, and expenses. Contact us at support@mivest.io to obtain a prospectus containing this information.
    ETFs are subject to market fluctuations and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETF shares are bought and sold at a market price, which may be above or below their liquidation value, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to similar risks as stocks. Some specialized ETFs may be subject to additional market risks.
  • Securities products are not insured by the Federal Deposit Insurance Corporation (FDIC). They are not guaranteed by a bank. They may lose value.
  • FINRA's BrokerCheck report for Vest is available at https://brokercheck.finra.org/firm/summary/314549.

Important information regarding the investment advisory service.

  • Investment advisory services (Advisory Services) are provided by VestWealth Inc. (VestWealth), an investment adviser registered with the Securities and Exchange Commission (SEC). SEC registration does not imply a certain level of skill or training.
  • VestWealth is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.
  • VestWealth's internet-based Advisory Services are designed to assist customers in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a customer's financial situation. They do not incorporate specific investments that customers hold elsewhere.
  • Refer to VestWealth's Advisory Services brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and VestWealth's fees and other fees that may be charged. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested.

Important information regarding the money transmission service.

  • Customer funds transfers in US Dollars are processed by VestPay Inc. (VestPay), a United States money services business registered with the Financial Crimes Enforcement Network (FinCEN).

Important information to Brazilian residents.

  • None of the Vest Companies are authorized by the Brazilian Securities Commission (CVM) to offer the securities distribution service to investors residing, domiciled, or incorporated in the Federative Republic of Brazil (Brazilian Investors).
  • The securities distribution service to Brazilian Investors is offered by FRAM Capital D.T.V.M. S.A., a corporation organized and existent under the laws of Brazil, duly authorized to operate as a securities broker dealer by the Brazilian Central Bank. This under the terms of Guidance Opinion 33 issued by the Brazilian Securities Commission.
  • The registration and treatment of the clients’ information is conducted in accordance with the current legislation on personal data protection in place in Brazil and the determinations of the corresponding regulatory bodies on the matter, including Law No. 13,709.

V.02 11/17/2023