Grow your savings faster

Choose which option is best for you based on your risk appetite, return profile, and time horizon

High-Yield Savings
Account

  • Lower Risk
  • Moderate Return Potential
  • Short Time Horizon

Self-Directed or Guided Investment Portfolio

  • Higher Risk
  • Higher Return Potential
  • Long Time Horizon

Boost your home savings with a MortgEdge High-Yield Savings Account

High-Yield Savings Account

4.50%

  • Earn a rate 8x the national average
  • Enjoy fast, simple mobile access with the MortgEdge app
  • No hidden fees
  • Combat rising home costs with your MortgEdge high-yield savings account
  • FDIC Insured up to $250,000
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Investment options

Self-Directed Portfolio

  • Enjoy the freedom to design and optimize your portfolio
  • Choose from a curated menu of high-quality, low cost funds across asset classes
  • Grant your financial advisor access to your account
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Guided Portfolio

  • Allow us to create a personalized portfolio based on your risk preferences and time horizon
  • Enable automated rebalancing to keep your portfolio on track towards your goals
  • No minimum account balance required

Choose what plan is best for you

MortgEdge offers investment solutions at no additional cost, but with more value

Self-Directed Account

Starts at $0.00

Choose to invest with a $2,000 minimum balance and no access fee, or with no restrictions for a $25 annual access fee

Guided Portfolio

0.50%

Annual fee for investment management and automatic rebalancing

Contact Our Team