Let’s plan smarter for our future

The 401(k) for Homeownership

Affording a home does not have to be difficult. MortgEdge helps employees plan, automate, and grow their savings - just like we do for our retirement

How it works

We make it easy to set-up your account so you can lay back and let your money go to work for you

Open your free account

Link your bank account for recurring or one-time deposits

Link your account to your employer

Link your account to your employer for a contribution match

Choose how you want to invest

Choose between a HY savings account or investment portfolio

Simplified account management

Seamless Direct Deposit

Set up one-time or recurring contributions

Rollovers & Transfers

Hassle-free rollovers and transfers from other accounts

Outside Contributions

Allow family and friends to make contributions to your account directly with ease

Electronic Employer Contributions

Employers can make scheduled contributions towards your account

image of future

Savings and investment options

Tailor your home savings program based on your risk appetite

High-Yield
Savings Account

  • Earn 4.50% APY
  • Reduce your risk
  • FDIC insured up to $250,000
  • No fee withdrawals

Self-Directed
Investment Portfolio

  • Choose your own investments
  • Grant your financial advisor access
  • Commission free trading

Guided
Investment Portfolio

  • Allow us to manage your money
  • 0.35% annual fee
  • No additional underlying fees

Estimate the growth of your money overtime

Investment details

Initial investment
Additional investment contributions
Frequency of investment contributions
Years to grow
Expected rate of return
Compound frequency

Total Balance

$85,100

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