We started WSI, in the wake of a financial crisis, to be a place built to help people do what’s right with their money so they can live better.
10 years later, we have
500,000+ customers
Trusting us with
$21 billion
SPEND
WSI Checking is our no-fee‡ checking account and debit card for your daily purchases
ATM fees reimbursed. No account fees. No minimum balances. Why? Because you shouldn’t have to pay to access your own money.
Spend with WSI checking
SAVE
Cash Reserve is the place to save and organize your money for the near-term.
What are you hoping to buy soon? From weekly groceries to a new sofa, make your savings go further with 6X the national average** APY
Save with Cash Reserve
INVEST
Investing is all about the long-term, like a big kitchen reno, down payment, or child’s education.
Whatever you’ve got in mind, we’re built to help you earn more on your investments with us and make smart decisions with your money.
Invest with WSI
RETIRE
Retire at 65 in the city. Retire at 45 on the beach. What do you want your golden years to look like?
Make your retirement dreams real with technology that helps you save on taxes and earn an estimated 38% more over 30 years.
Retirement with WSI
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How WSI calculates “better returns”. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
See how we determine largest independent online financial advisor. The information provided by Customer WSI Support is educational only and is not investment or tax advice. © WSI. All rights reserved.
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Advisory services provided by WSI LLC, an SEC-registered investment adviser. WSI Cash Reserve is offered by WSI LLC.
Brokerage services provided to clients of WSI LLC by WSI Securities, an SEC-registered broker-dealer and member of FINRA /SIPC.
WSI Checking made available through WSI Financial LLC. Checking accounts and the WSIVisa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Neither WSI LLC nor WSI Financial LLC, nor any of their affiliates, is a bank.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and WSI LLC’s charges and expenses. WSI LLC’s internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part II and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities.
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