Is Investall legit?
Don't take our word for it. Check.
The facts
Who we are, on the record
- Company
- Investall, Inc.
- Formerly known as
- AllocateRite, LLC, AllocateRite, Inc., ForeSCITE, Inc.
- Regulator
- SEC-registered investment adviser since 2017. CRD #285955, SEC file #801-110150.
- Brokerage and custody
- Alpaca Securities LLC, member FINRA/SIPC
- Apps
- iPhone (App Store) and Android (Google Play), plus the web at investall.ai
- Contact
- help@investall.ai
Verify it yourself
Three checks that take five minutes
- 1
Look us up at the SEC
Search CRD #285955 on the SEC's Investment Adviser Public Disclosure site. There you can read our registration, our Form ADV and Form CRS, and any disclosures. - 2
Check the broker
Look up Alpaca Securities LLC on FINRA BrokerCheck and confirm its SIPC membership at sipc.org. - 3
Read what you're paying
Our pricing is public: $9.99 a month in the US for Pro, and nothing to open an account. See how we make money.
Common questions
Does Investall hold my money?
No. Your brokerage account is held at Alpaca Securities LLC, a separate SEC-registered broker-dealer and member of FINRA and SIPC. Investall does not hold custody of client money or securities.
Is my money protected if something happens to the broker?
Securities and cash at Alpaca are protected by SIPC up to $500,000, including $250,000 for cash, if the broker fails. SIPC does not protect against losses from market movements.
Can I lose money with Investall?
Yes. Investing involves risk, and any investment, including Auto Invest strategies and Model Marketplace portfolios, can lose value.
How long has the company been around?
The company began in 2016 as AllocateRite, an institutional digital wealth management platform, and has been registered with the SEC as an investment adviser since 2017. It later operated as ForeSCITE and is now Investall, Inc.
Ready to get started?
Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.