WRAP ACCOUNTS
A one-of-a-kind wrap accounts, each themed on a world problem or opportunity (e.g. WorldFeed; WorldWomen; WorldSafe and WorldClimate).
Each wrap accounts offers a selection of socially responsible and impact ETFs and mutual funds, chosen by WorldSave because these funds invest in companies that are helping to address an underlying world problem or opportunity.
BASIC
Basic account fees start at just 0.25% per year and offers unlimited access to automated tax-efficient investing features, personalized, proprietary financial and sustainability dashboards and customer support. This plan has no minimum balance requirements.
PREMIERE
Premiere account fees are still just 0.35% per year, which includes all the features of the Basic account plus access to participating registered investment advisors, who have the CSA certification. The plan requires a minimum balance of $100,000.
THEMES
WorldSave offers singular wrap accounts to online investors and to retirement plan participants who care deeply about positively impacting a world issue. The wrap accounts are proprietary themed on world problems and opportunities, such as the
WorldFeed WorldWomen WorldSafe WorldWater
CHARITIES
The WorldSave wrap account is the first one of its kind that enable investors to designate charities that have been selected by the WorldSave Foundation, based on proprietary and innovative selection criteria, because these charities are most effectively and positively impacting the underlying world issues
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