Answers, before you even have to ask.

Most investors complete the questionnaire and identity verification in under ten minutes. Your AI-built strategy is ready to review as soon as verification clears, typically within one business day.

Starter accounts open with as little as $500. Growth and Elite tiers have higher minimums, listed on the Plans page, reflecting their expanded features.

Yes. You can link a checking or savings account for one-time deposits or set up automatic recurring contributions on a schedule you choose.

No. The onboarding questionnaire is written in plain language, and every recommendation comes with a short explanation of why it was made.

Yes, always. Every strategy the AI proposes is reviewed by a licensed advisor before it's applied to your account, and again whenever a significant rebalance is triggered.

Rebalancing frequency depends on your plan — quarterly on Starter, monthly on Growth, and weekly on Elite — though the system will act sooner if market conditions call for it.

Yes. You can exclude specific sectors or asset types, and the AI will build every future recommendation around those preferences.

The risk engine automatically adjusts exposure as volatility rises, and an advisor is notified to review the account manually if the shift is significant.

Your assets are held with an independent custodian, separate from Eavex Finance's own accounts, so your holdings remain yours regardless of what happens to the company.

All data is encrypted in transit and at rest, and access is limited to systems and personnel that require it to service your account.

Yes, there's no lock-in period on any plan. Withdrawal requests are typically processed within two to three business days.