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Getting Started with Carry

Getting Started on Carry

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Welcome to Carry!

Have Questions? We've got you covered. You can reach our team when you're logged into the website using the Messages > Support section or via email at: support@carry.com.

Account opening

Fund Your Account

  • Deposits & Contributions Learn More

  • How to Open and Fund a Solo 401k Use our guided website flow to set up and fund your account. Learn More

Rollovers into Carry

Transfer and consolidate your existing retirement accounts into Carry:

Investing on Carry

Learn More

Additional Tools

  • Backdoor IRA Strategy: Learn More

  • Financial Planner Add-On: Access expert planning tailored to your financial situation. Learn More

  • Bookkeeping Add-On: Simple, affordable bookkeeping for Carry customers. Learn More

  • Education and Events: Learn and grow with curated resources, courses and expert sessions. Learn More

Additional Resources

*Investment advisory services offered by Carry Advisors LLC ("Carry Advisors"), an SEC Registered Investment Adviser. While Carry Advisors internet-based advisory services are designed to assist clients in achieving customer defined financial goals, asset allocations and diversification do not guarantee a profit or protect against a loss, and past performance is no guarantee of future results. Carry Advisors does not provide tax advice. For more details, see our Form CRS, Form ADV Part 2 and other disclosures.

All investments involve the risk of loss, and past performance does not guarantee future results. Investment growth or profit is never a guarantee. Any material provided is for informational purposes only and does not provide personalized investment or tax advice, nor does it account for your specific financial situation or holdings elsewhere. Investments in alternative assets are speculative, generally illiquid and involve a higher degree of risk. Those investors who cannot afford to lose their entire investment should not invest in alternative assets. Before making any financial decisions, consult with qualified legal, tax, or financial advisors to ensure appropriateness for your individual circumstances.

^ Carry is a financial technology company, not a bank or FDIC-insured depository institution. Banking and depository services for Carry Solo401k accounts are offered by Grasshopper Bank, N.A., member FDIC. Accounts offered by Grasshopper Bank, N.A. are FDIC insured up to $250,000 per account but do not yield interest. Fees effective as per the date on the applicable rate sheet and subject to change without notice. Banking fee schedule here. Grasshopper Bank, N.A. is not affiliated with Carry and accounts offered by Grasshopper Bank, N.A. are not serviced by Carry Advisors.

† Certain in-app brokerage accounts are offered and maintained by DriveWealth LLC ("DriveWealth"), member FINRA/SIPC. Securities in your DriveWealth brokerage account are protected by the Securities Investor Protection Corporation (SIPC) against custodial loss up to $500,000, including a $250,000 limit for cash.

IRA plans are offered by DriveWealth, LLC and opened via the Carry platform. Additional fees may apply to certain services provided by DriveWealth. See DriveWealth Fee Schedule and DriveWealth's Disclosure Statement for more information.

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