Basic Capital vs Maxi Finance

Basic Capital gives you the tools, flexibility, and service to get the most out of your retirement benefit. With Basic Capital, you can: • Enroll in a 401(k) through your employer and contribute directly from your paycheck • Access investment options ranging from Target Date Funds to ETFs, Single Name Stock, and more • Manage Traditional and Roth strategies separately, with streamlined contribution elections and conversions in a few clicks • Set up Mega Backdoor Roth to convert after-tax contributions into Roth dollars • Get real-time portfolio insight from a mobile-first platform built for everyday use • Reach a plan specialist in under 15 minutes, no hold music, no runaround - No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

Maxi brings your whole financial picture into one clean, private app. See everything in one place: Securely connect your email, bank, credit, and investment accounts. Maxi keeps your balances up to date and shows your net worth, cash, savings, investments, and credit at a glance. Understand your spending: A simple dashboard breaks down where your money goes by category, with a spending donut, month-over-month trends, and a full activity feed you can drill into by category or transaction. Split bills without the awkward math: Split any expense evenly or with custom amounts with friends straight from your Contacts. Maxi builds a Venmo payment request for each person and drops it into a text message you send with one tap. Built to be private and secure: Lock the app with Face ID, Touch ID, or your passcode, with automatic sign-out when you step away. Your bank connections are encrypted, and you can exclude accounts or delete your data anytime. Meet Maxi, your money assistant: Beyond the app, Maxi converses proactively via text message and answers questions about your finances, flags splittable utilities and transactions, tracks and reminds you about upcoming bills and subscriptions from your email, and gives you weekly reports and analytics on your spend. Connect your accounts in minutes and have Maxi take ownership of your personal finances.