myoakfinance.com

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The ETFs comprising the portfolios charge fees and expenses that will reduce a client’s return. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Investment policies, management fees and other information can be found in the individual ETF’s prospectus. Please read the prospectus carefully before you invest.
MyOakFinance also offers an MyOakFinance Checking deposit account. MyOakFinance Checking accounts are FDIC insured up to $250,000. MyOakFinance Visa™ debit cards are issued by Lincoln Savings Bank, member FDIC for MyOakFinance Checking account holders.  “Save and Invest” claim refers to a client’s ability to utilize the MyOakFinance Checking Real-Time Round-up feature to invest small amounts of money from purchases made using an MyOakFinance Checking account, and seamlessly investing those small amounts using an MyOakFinance Investment account.  Requires both an active MyOakFinance Checking account and an MyOakFinance Investment account in good standing.   Real-Time Round-Ups® are accrued instantly for investment during the next trading window.
Early Payday depends on timing of the submission of the payment file from the payer and fraud prevention restrictions. Funds are generally available on the day the payment file is received, up to 2 days earlier than the scheduled payment date. Timing may vary.
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