Registering

Requirements

Get details on what documentation we need to open an account for you

Online

Register online from the comfort of your home - no need to fax any paperwork in

On Mobile

Signup in minutes on our mobile app without the need of a computer


Getting Started

Signing In

Learn about signing in securely from your computer or mobile device

Transfers

Funds can be transfered between your bank account and Helium Investments


Accounts

Account Types

Learn about the account types we offer and what account is best for you

Adding an Account

Learn how to add a new account with us or connect your existing bank account

Transfering From Another Institution

Find our how to transfer your existing 401(k)'s, IRA's and other accounts to Helium Investments


Investing

The Basics

What's an ETF? What's a Portfolio? What's Interest? We've got the answers for you

Portfolios

Learn more about how we select the Right PortfolioTM for your account

Fees

We charge a flat percentage of the assets under management to your account, learn more


Goals & Planning

Goals

Setup and starting goals is easy and can be done online and from your mobile phone

Planning

Plan for your future with our online retirement planner


Taxes

Tax Loss Harvesting

Learn more about Tax Loss Harvesting and how it lowers your tax bill

Investment Taxes

Learn more about the taxes and rates that apply to some investment accounts


Other

Security

We keep your account secure using bank level encryption. Learn more about it.

Complaints

What to do if you have a complaint about our products or services