Advizmo. Auto-Invest & Save

Automate the money work.

Advizmo finds cash that's sitting idle, calculates what you can move, and invests it in diversified ETF portfolios. Daily tax-loss harvesting. Tax-smart selling on withdrawals when you need cash for bills or life events. An alert before checking runs short.

The work you'd have to do yourself every week, done automatically.

WHAT IT REPLACES

Cash sitting idle in checking. Tax-loss opportunities you never noticed. Spreadsheet math about what you can actually afford to move.

WHAT ADVIZMO DOES

Calculates your ready-to-invest amount in real time
Invests it in diversified ETF portfolios
Applies daily tax-loss harvesting
Uses tax-optimized lot selection when you withdraw
Rebalances with each purchase
Alerts you if checking is heading below your target

SEE EVERYTHING IN ONE PLACE

Every account, bill, and investment on one screen. Transfer between accounts with a clear plan. Keep a cash cushion sized to each account.

AI FINANCE ASSISTANT

Ask questions about your own money. "How much did I spend on dining last month?" Answers come from your connected accounts, not canned responses.

HOW IT WORKS

Connect your accounts
Set a target checking balance (for example, $3,000)
Review your recurring transactions
Open your auto-invest account
Advizmo takes over: investing, monitoring, rebalancing, and harvesting losses

TWO WAYS TO USE ADVIZMO

Financial Assistant + Cash Management
$2.99 to $14.99/month, or $29.99 to $99.99/year. [ONE LINE ON WHAT SEPARATES THE TIERS] 30-day free trial. Subscription fee waived once your auto-invest balance reaches $1,000.

Auto-Invest Account
Free to open. No minimums. 0.25% annual advisory fee on invested assets, deducted quarterly in arrears. Custody by Interactive Brokers LLC, member FINRA/SIPC.

Start your 30-day free trial.

IMPORTANT DISCLOSURES

Advisory services through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment adviser (SEC File No. 801-133876). Registration does not imply a certain level of skill or training. Advizmo is not a bank, tax adviser, attorney, or CPA.

The AI Finance Assistant provides educational information and account analysis only. It is not personalized investment, tax, or legal advice, and responses may contain errors. Advisory services are governed by your advisory agreement and Form ADV Part 2A.

Tax-loss harvesting, tax-optimized lot selection, and rebalancing may help manage capital gains, but effectiveness depends on your full tax and investment profile. Not tax advice.

Illustrative dollar amounts do not represent actual client accounts or results. Investment amounts are shown gross of advisory fees.

The subscription waiver applies to the subscription fee only. The 0.25% advisory fee continues regardless. Full fee details in Form ADV Part 2A.

Custody and brokerage by Interactive Brokers LLC, member FINRA/SIPC. IBKR accounts are SIPC-protected up to $500,000 ($250,000 cash), plus excess SIPC coverage. SIPC covers broker-dealer failure, not market losses. Coverage limits and conditions at advizmo.com/disclosures.

Securities are not FDIC insured, not bank guaranteed, and may lose value. All investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

For Form CRS, Form ADV Part 2A, and full disclosures: advizmo.com/disclosures

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

© 2026 TalkAboutHealth, Inc. DBA Advizmo.