An education account that is tax-favored.

You don’t need to finish Accounting 101 to start saving for your child’s future college education. In a Velatrium account, your money may grow tax-free as we manage the trades and progressively lower your risk. We’ll even design a personalised plan to assist you in saving money for the college of your dreams. Additionally, the earlier you start saving, the more you stand to benefit. It means less time spent fretting and more time spent helping with assignments.
You may use the Velatrium 529 plan to pay for certain college-related expenditures, such as primary school, and you won’t have to pay federal taxes on your distributions. Additionally, you won’t have any additional work to complete thanks to our program.

 

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Automate your savings

The app makes it simple to manage your contributions and keep track of your progress. As your portfolio approaches maturity, we’ll automatically distribute your deposits and adjust it to lower risk, regardless of whether you superfund their account all at once or save a little each month.

We think that education sticker shock shouldn’t have to be sacrificed in order to save money. Like our automated portfolios, we charge a 0.25% yearly management fee. A 529 plan with an all-in spending goal of 0.40% to 0.46% can make it easier and more affordable for you to save for college.
You will benefit from our industry-leading automation, the wonderful convenience of our award-winning app, and the peace of mind that comes with a well-thought-out plan, all while your savings grow tax-free.

Your emergency cash don’t have to sit there collecting dust. Get it earning an industry-leading 5.00% APY through partner institutions until you’re ready to invest. You will also be able to access your money whenever you need it thanks to partner banks’ up to $8 million in FDIC protection and unrestricted withdrawals.

Take the stress out of investing with our expertly constructed index fund portfolios. Our Automated Investing Account’s Tax-Loss Harvesting feature helps you minimise unnecessary risk, maximise earnings, and pay the least amount of taxes. It is made to be long-lasting and automated.

Review Velatrium a subsidiary of Vela Partners with FINRA’s BrokerCheck here

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Velatrium 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. Additionally, Velatrium Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

Insurance coverage is limited to $250,000 per qualified customer account per banking institution. Velatrium uses more than one program bank to ensure Insurance coverage of up to $3 million for your deposits.

Cash Account is offered by Vela Brokerage LLC (“Vela Brokerage”), a Member of FINRA / SIPC. Neither Vela Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to partner banks who accept and maintain deposits and provide the interest rate. Investment management and advisory services–which are not FDIC insured–are provided by Velatrium Advisers LLC (“Velatrium Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Velatrium Software LLC (“Cresthanx Software”). The Stock Investing Account is a limited-discretion investment product offered by Velatrium Advisers LLC.

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