The Investment Gift Registry
Weddings • Baby Showers • Anniversaries • Milestones
R|
Your Future, Not Just Your Present.
Create a registry that lets friends and family contribute to investments held in your own Fidelity, Robinhood, or Charles Schwab account.
SEC-Registered Advisors • Secure Payments via Stripe • Client-Owned Accounts • No Credit Card Required • SIPC Insured up to $500K
All gift contributions deposit directly into your own brokerage account at
Recipient Fee Structure
Per Gift Received
Deducted from each gift before it lands in your brokerage. No hidden charges, ever.
Optional: a dedicated financial advisor, with unlimited guidance.
One Gift. Twenty Years.
This isn't magic. It's compound interest.
See what happens when a $2,500 wedding gift meets smart investing.
Starting Gift
+61% Growth
+159% Growth
+573% Growth
For educational purposes only. Past results do not guarantee future outcomes. All investments involve risk.
573%
Total Growth
$14,319
Compound Gain
10%
Annual Growth
Investment Growth
Calculate Your Future
Projected Value
$0
All investments involve risk. Past performance does not guarantee future results.
Based on 10% average annual compound interest. Past performance doesn't guarantee future results.
A Gift for the Life That Comes After the Celebration
The Forever Fund
Most registries help you fill a home. The Forever Fund helps you build a future.
Create a personalized investment registry where friends and family can celebrate your milestone by contributing to something with lasting potential. A first home. A growing family. Greater financial freedom. Whatever comes next.
Every contribution goes directly to your own Fidelity, Robinhood, or Charles Schwab brokerage account. You own it. You control it. You decide what it becomes.
Invest independently or receive optional guidance through our investment adviser partners. Because the most meaningful gifts are not simply opened once. They can make a difference for years to come.
Wedding Registries
Baby Registries
Milestone Events
Financial Growth
SAM & LEAH'S REGISTRY
Connected to Fidelity
"Your Future Will Thank You"
- The Forever Fund Promise
Trusted by Couples • Loved by Guests • Built to Last
From First Gift to Financial Freedom
Skip the clutter. Start building real wealth. Here's exactly how your investment registry works, from setup to your first gift.
Create Your Registry in Minutes
Choose your celebration, personalize your registry, and connect your Fidelity, Robinhood, or Charles Schwab brokerage account. Once published, it is ready to share with friends and family.
Guests Contribute with Ease
Guests choose a gift amount, add a personal message, and complete their contribution through secure checkout. No guest account required.
Follow Every Meaningful Gift
View contributions and personal messages from your registry dashboard. Keep everything organized and make thanking your guests simple.
Choose What Comes Next
Your brokerage account and investments remain under your control. Keep your contributions invested for the future or use the funds when the time is right.* Optional guidance from a licensed financial professional is also available.
Types of Registries
Wedding Registry
A modern, meaningful way to start married life financially strong. Let loved ones contribute to your shared future instead of traditional gifts.
Baby Registry
Friends and family contribute to a child's future through investments. Build a financial foundation that grows alongside your little one.
Custom Registries
Birthdays, bar/bat mitzvahs, graduations, anniversaries, life milestones, or any special event. Create a registry for any occasion.
Your Gifts. Your Account.
Your Future.
See contributions, personal messages, and registry activity from one simple dashboard. Know what you have received, who it came from, and what needs your attention.
Your brokerage account remains in your name and under your control.
Optional portfolio management is provided separately through SEC-registered investment adviser partners.
Every Milestone.
Every Dream.
From baby's first portfolio to your golden anniversary - we've got you covered.