your net worthThe all-in-one investing platform to track, trade, and grow your wealth with your existing accounts.
Security is a top priority for our team.
All your accounts are connected securely. We do not store any usernames, passwords, or authentication content of any kind on the platform. We've partnered with platforms like Plaid to connect to your brokerage securely. Plaid is what's also used by Venmo, Chime, and many more financial apps as well. Read more here.
We are also non-custodial so we never hold any of your assets or funds— they always remain in the possession of your institution.
We employ a number of security measures to help keep your data safe, including 256-bit encryption to protect it at rest and Transport Layer Security (TLS) to protect it in transit. In other words, your data is encrypted while it is being stored and while interacting with our servers.
Read more about how we handle security and privacy here.
We support a wide range of assets and investment types. From stocks, company equity, liabilities and bonds— to digital assets, sneakers and watches— so your net worth is as accurate as possible.
We support integrations with most brokerages, banks, and wallets.
Brokerages / banks: We support 1000+ brokerages / banks including major ones like Robinhood, Fidelity, Charles Schwab, E* Trade, and many more.
Exchanges: We support major exchanges like Coinbase and more.
Wallets: We support almost every wallet today and you can directly connect them using WalletConnect as well.
On Roi, we work with your connected account to power transactions natively. We can't move money out of your account or place trades that you didn't approve.
For brokerages like Robinhood, TD Ameritrade, etc. we forward your trade order to the institution directly and instruct them to execute it on your account. All trades utilize your existing cash in that account (buying power) for buys and sells.
Likely, yes!
We're constantly working on adding support for more assets and accounts on Roi. If you don't see your account, contact us through the in app support or email us directly and we'll add it to our roadmap.
As of today you can only access Roi on iOS. We have plans to roll out an Android and desktop version towards the end of the year.
In short, no. We don’t add any transaction fees, management fees or anything of the like for using the basic features of the app. In order to use premium features, there is a small flat-rate monthly subscription fee.