FLIT Invest Help Center

FAQ Find the answers to some of our most common questions here.

Getting Started Learn about FLIT Invest and find out more about our mobile app.

Account Management Everything you need to know about your FLIT Invest account.

Knowledge Base

Getting Started

Below are our most common questions about what FLIT Invest is, how it works, and how you can start investing with us.

When will there be a Google Play app?

How do I align my investments with my values?

How does FLIT Invest work?

What do I need to open an account?

What is automated investing?

Is there a minimum investment amount required?

See all 16 articles

Account Management

Everything you need to know about your FLIT Invest account, including profile settings an password reset.

I was unable to open an account.

How do I reset my password?

How do I update my personal details?

How do I know that my money is safe at FLIT Invest?

I no longer have access to my device for 2-Factor Authentication.

I noticed suspicious activity on my account.

See all 10 articles

Security

Find out more about how we keep your account and your funds safe.

Is my money safe and secure with FLIT Invest?

Why should I trust a Robo-Advisor?

How does FLIT protect my data and privacy?

Why do you need my Social Security Number (SSN)

What personal data do I have to provide to open an account?

Funding & Transfers

Find out more regarding moving your funds to and from your account.

Where can I view my Transfer History?

How do I deposit money into my FLIT account?

How do I make a withdrawal?

Can I cancel recurring deposits?

How do I set up recurring deposits?

How do I fund my account?

Investing

For more information on how FLIT's style of investing works and what sets us apart from other services.

Are your portfolios managed like mutual funds?

What are the benefits of long-term investing vs short-term investing?

What am I invested in?

Where are my account statements?

Why should I start investing?

Impact & Sustainability

Curious about how you can truly make an impact with your investments or what an "industry exclusion" is? Check out the section below!

What are FLIT Invest's investment themes?

How do industry exclusions work?

Is sustainable investing less profitable?

Is the impact of my portfolio my personal impact or a collective effort?

How do you measure my impact?

How do you screen companies?

See all 9 articles

Taxes

Find more information about what tax forms you will receive, what they mean, and why you'll receive them.

What is reported on each tax form?

What are Capital Gains vs Capital Losses?

What tax forms will I receive?

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