What is the minimum amount required to invest on Swell?

Swell requires an initial minimum account balance of $50. We won’t penalize you if market performance causes your account to dip below $50, but if you choose to withdraw an amount that will take your account below the minimum, we will ask that you either skip the withdrawal or close your account.

For IRA accountholders, you may transfer an existing brokerage account or rollover a defined contribution plan (i.e., a 401(k) or 403(b)). This requires a bit more legwork; please get in touch with our support team for help: support@swellinvesting.com or 949-566-8985.

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