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.