New year, new Swell

Nicole Sara Sivens
January 10, 2018
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The Swell you know and love just got a lot better, and it’s more than a new color palette.

Working with hundreds of users – both investors and non-investors – we are always aiming to make our product a better one. We’re very proud to unveil our newest updated account experience. 

Updated Swell account experience
Updated Swell account experience.

Check it out for yourself!

One thing we’ve heard over and over again is that our users want more: more information on the companies they’re now a part-owner of, more detail about the impact of their investments, and more news about the market in general.

Now, when you login to your account, you’ll get all these details at a glance. You’ll also get a very clear look at the holdings in each of our thematic portfolios and see real-time, relevant content dealing with their business moves.

But wait, there’s more

In a study released last fall, we learned that almost half of millennials who invest weren’t able to name the top three companies in their portfolio. Now you can get on top of the information and make more informed decisions. It’s not just about a fancy new site (but it is very fancy), it’s about taking control of your financial strategy and fully understanding just how much of an impact you’re able to make when you invest with the planet in mind.

Learn about the companies in your Swell portfolio
Learn about the companies in your Swell portfolio.

Still haven’t opened up your account?

It’s easier than ever now with instant bank linking, seamless document uploading, and a lower minimum.

Let us know what you think about the new site and the new features – we’d love to hear from you.

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