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Magnifi Dedicated | November 16th

GOOD MORNING

Hey Moby Readers,

Having trouble keeping track of all your investments? We get it—it can be a challenge to monitor multiple accounts across different platforms. That’s why we’re excited to highlight Magnifi, a tool we rely on for our own portfolio needs.

Magnifi’s Linked Accounts feature simplifies portfolio management—and we believe it can take your investments to the next level. By allowing you to link a variety of investment accounts—from brokerage accounts like ETrade, Robinhood, and Fidelity to retirement accounts such as Vanguard, Empower, and Charles Schwab—Magnifi provides you with a comprehensive, at-a-glance view of your entire portfolio, all in one place.

Why Moby Loves Magnifi’s Linked Accounts Feature:

  • All-in-One Dashboard
    Connect all of your investment accounts to get a complete, holistic view of your portfolio in a single dashboard. They partner with Plaid to securely connect your financial account in seconds.

  • Magnifi is More Than Just Portfolio Aggregation
    Unlike other portfolio apps, Magnifi gives you AI-driven insights and actionable guidance across your entire investment portfolio.

  • Fund-Fee Analysis
    Magnifi helps you identify fee-saving opportunities. While many large-cap mutual funds charge over 0.70% annually, ETFs with similar performance may cost as little as 0.07%—a potential reduction of up to 10x.

  • Uncover Hidden Risks
    Is your portfolio too reliant on high-growth stocks like NVDA? How exposed are you to economic downturns? And if inflation rises, will your investments hold strong? Magnifi helps you uncover hidden risks, revealing where you may be overexposed and guiding you on effective management.

  • See Across and Inside Your Portfolio
    Is the TSLA rally having a bigger impact on your portfolio than you expected? Are you benefiting from indirect exposure to tech giants through your funds? Magnifi helps you understand how market movements affect everything you own — from individual stocks to your ETFs and mutual funds.

  • Stay Informed with Real-Time News & Insights
    Receive up-to-date news and insights about your investments, so you can make informed decisions at all times.

Why We Trust Magnifi:

Magnifi partners with Plaid, a renowned leader in financial data security, to ensure that your investment data is protected with state-of-the-art encryption technology. Plaid is trusted by major financial institutions like Bank of America, Robinhood, and Venmo, making it the perfect partner to provide you with secure access to your accounts. So, you can feel confident knowing that your financial information is safe.

Linking your investment accounts through Magnifi is incredibly easy and seamless. You can start managing your portfolio in minutes, giving you more time to focus on making informed investment decisions.

As a Moby reader, you can get your first month of Magnifi for only $9.99. This is a great opportunity to simplify your portfolio management and unlock AI-driven insights without a long-term commitment. Don’t miss out—try it today at this special rate and see how Magnifi can transform your investment experience.

Disclosure: This is a paid promotion.

Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions. Past performance is not a guide to future performance.