How do I start investing in the Greenlight app? How do I access investing tools and education through Greenlight?

Greenlight makes it easy for families to start investing together! With Investing for Parents and Investing for Kids, parents can build portfolios for their family while helping kids learn how investing works along the way.

Depending on your Greenlight plan, you can explore stocks and ETFs, learn investing basics through educational tools, and manage investments right from the app.

Important to know

• Only the Primary Accountholder can place trades.
• Kids can explore investments and request trades, but parents must approve them.
• All investing accounts are brokerage accounts held in the Primary Accountholder’s name.

Which Greenlight plans include investing?

Full investing features are available on:

• Greenlight Max
• Greenlight Infinity
• Greenlight Family Shield

These plans include:

• Investing for Parents
• Investing for Kids
• Access to 4,000+ stocks and ETFs

Greenlight Core plan

The Greenlight Core plan includes Investing for Parents Lite, which allows the Primary Accountholder to invest in a limited selection of 10 ETFs.

To unlock the full investing experience and the Investing for Kids feature, you can upgrade your plan at any time.

What you can do with Greenlight Invest

With Greenlight Invest, families can:

• Invest in 4,000+ real stocks and ETFs
• Help families learn how investing works
• Approve trades your child requests
• Watch educational investing videos together

How to set up Investing for Parents

Investing for Parents allows the Primary Accountholder to build a portfolio and invest for themselves.

To set up Investing for Parents

1. Open the Greenlight app
2. Tap the “Accounts” tab
3. Tap "Get started" 
4. Follow the prompts to create your Invest Profile
5. Accept the Invest Terms & Conditions

Once setup is complete, you can begin researching and purchasing investments.

Why don’t I see the Investing tile?

If the Investing tile is missing from your Home dashboard, investing may already be active on your account.

Try this first:

1. Tap "Invest" in the bottom navigation bar
2. Review the accounts listed there

If investing has already been activated, you’ll see your Invest profiles and active portfolios there.

If you still don’t see investing, please text our team at 404-974-3024 and we’ll be happy to take a look for you!

How to set up Investing for Kids

Before your child can start investing, each child must have their own Invest Profile completed. The Primary Accountholder will need to complete this setup for each child individually.

To set up your child’s Invest Profile

1. Open the Greenlight app
2. Navigate to your child’s dashboard
3. Tap the "Investing" tile
4. Follow the prompts to create their Invest Profile
5. Accept the Invest Terms & Conditions

Once setup is complete, your child can begin exploring investments and requesting trades.

How to add money to “Cash to Invest”

Before placing a trade, funds must be available in the Cash to Invest balance.

To move money into Cash to Invest

1. Go to your Invest dashboard
2. Tap on the family member’s account you’d like to add funds to
3. Tap "Cash to Invest"
4. Tap "Move $ In"
5. Choose the amount you want to transfer
6. Select where the money will come from
7. Tap "Move Money"

How to explore stocks and ETFs in Greenlight

Greenlight makes it easy to research investments directly in the app.

To explore available investments

1. Go to the Invest dashboard
2. Tap your "Investing" tile
3. Tap “Explore the market”

You can use the search bar to look up specific companies, stocks, and ETFs.

Each investment includes:

• Financial details
• Risk level of the investment
• Growth & profitability
• Historical performance
• Any competitors 
• Research tools

Need help deciding if you should invest?

Not sure if an investment is right for you? Tap "Help me decide" to walk through a short exercise that breaks down key details about the investment.

This tool will provide an analysis of the investment and ask a few questions about how you interpret that information. Your responses help guide you through whether the investment may be a good fit before making a decision.

How to place your first trade

Greenlight allows you to start investing with as little as $1!

To place a trade

1. Tap on your Invest dashboard and open your Invest account
2. Select the stock or ETF you want to purchase
3. Tap “Explore the market”  and search to find what you’d like to invest in
4. Tap the company, stock, or ETF you chose
5. Tap "Buy"
6. Choose the amount you want to invest or tap “Other” to enter a custom amount
7. Choose to place it as a “One-time investment” or tap the arrow to set up a recurring investment instead
8. Tap "Review Order"
9. Tap "Place Order"

Important to know

• Trades placed by the Primary Accountholder are executed as soon as possible
• If your child requests a trade, the Primary Accountholder must approve it before it is placed
• If the market is closed when you place your order, the trade will be executed when the market opens

How to watch Greenlight Investing lessons

Greenlight includes educational tools designed to help families learn about investing together. These lessons break down investing concepts in a simple, approachable way so families can grow their investing knowledge.

To access investing lessons

1. Tap your "Investing" dashboard and enter your account
2. Scroll down and tap "Become a better investor"
3. Tap the play button on any video to learn more!

What’s the difference between Investing for Parents and Investing for Kids?

Greenlight gives families the opportunity to learn about investing together. Both parents and kids can have their own Invest Profiles and portfolios, with tools designed for each experience.

Investing for Parents

The Primary Accountholder can create their own portfolio to explore investments, place trades, and build their investing knowledge directly from the Invest dashboard.

Investing for Kids

Each child can have their own Invest Profile where they can explore investments, track performance, and request trades. Kids can learn how investing works while building confidence along the way!

All trade requests from a child must be approved by the Primary Accountholder before they’re placed, helping families stay involved in investment decisions together.

Parents can also view and manage their children’s portfolios and place trades on their behalf when needed.

*Please note: All investing accounts set up within the Greenlight app are brokerage accounts in the Primary Accountholder’s name. The “Greenlight + Invest” plan is no longer available for new enrollment. Families currently subscribed to this plan will retain access to its investing features. For more information, click here.