Gift better, Invest Better, Feel Better
Share a piece of the world's biggest companies with someone you love
Gift better
Environmentally friendly gifting - Gift value instead of plastic.
Educate better
With us, your kids can see their investment grow and learn how to grow wealth.
Save better
When you start investing consistently early, you will allow the process of compounding to work to your advantage.
Better in every way - dollar cost averaging
Investing a fixed dollar amount on a regular basis, regardless of the price of the shares, is called dollar cost averaging. Developing a disciplined investing habit is an excellent way to decrease your stress level, be more efficient, and develop a disciplined investing habit. Subscribers can enjoy dollar cost averaging through our subscription model.
A timeless gift for the ones you love
Tired of giving stuff as gifts? How about an investment instead?
With each gift, record a video of best wishes. Leave an everlasting legacy of love
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Keeping your money safe.
We are committed to maintaining the highest level of security in the industry
Investment accounts are held with our trusted partner and custodian...
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98%
Average satisfaction rating received in the past year.24/7
Our support team is a quick chat or email away.22k+
Wishes sent through our systems.Customers love it
The final result of our formula at work. Check out what our
clients
have to say about our mobile app and our support team.
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read story
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read story
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read story
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read story
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read story
Swipe has replaced the whiteboard for us! Being able to jump in the same file with someone fills the gap of not being able to gather in person.
Read storyFacts & Questions
Have a question? Read through our FAQ below. If you can't find
an answer,
please email our support team. We're here to help.
Anyone can send Shares&Wishes gifts, even those who don't have an account with us yet. All you need to do is select a phone number from your contacts, choose how much you want to invest, record a short video memory to personalize the gift, add contributors to the gift , and then invest! Recipients will receive a text message granting them the gift. Followed by a personalized message. All the recipient needs to do to accept the gift is complete a Shares&Wishes custodial account for their child.
We use the highest standards of protection for all online assets to ensure your information and data is safe. We use multi-factor authentication, automatic logouts, and ID verification to help prevent unauthorized access.
A $5 processing fee will be applied to the financial contribution for the sake of making the gifting process as seamless and memorable as possible. Once the recipient accepts the gift, this fee will be charged to your connected funding source.
should anyone wish to move their account elsewhere. Users can follow one of the following two options: 1) Transfer all funds from Shares&wishes to a different broker-dealer. Shares&wishes will assist with this process and ensure that all funds get successfully transferred. 2) Liquidate investments as needed. Shares&wishes will work with all users who prefer to liquidate their funds and transfer the entire balance back to the user.
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