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Investing with Greenlight

How do I set up a recurring investment and change my backup funding source for my recurring investments?
How is my investment protected?
How do I add money to Cash to Invest?
Why should I teach my child about investing?
How do I access investing tools and education through Greenlight? How do I get started Investing?
What information does a parent need to provide to open an Invest account?

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Managing your Invest account

Can I transfer my Greenlight investment account to another brokerage?
Can I transfer my Greenlight investment holdings to another brokerage?
How do I access my investment account information including monthly statements and tax documents after closing my account?
What should I do if my employer requires duplicate brokerage statements?
What is a 3210 Letter?
What is an Invest profile?

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Guide to investing

How does Greenlight's investing feature work?
What does it mean to own stock in a company?
What does it mean to calculate my gains and losses?
Why did my portfolio go down?
What are Bulls and Bears?
What are dividends?

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© 2025 Greenlight Financial Technology, Inc. Patents Pending. The Greenlight card is issued by Community Federal Savings Bank, member FDIC, pursuant to license by Mastercard International.

© 2025 Greenlight Investment Advisors, LLC (GIA), an SEC Registered Investment Advisor provides investment advisory services to its clients. Investing involves risk and may include the loss of capital.

The reference to SEC registration does not imply that the SEC has endorsed or approved the qualifications of GIA or its respective representatives to provide any investment services described on this site or that GIA has attained a level of skill or training.