What types of accounts do you offer?

Carbon Collective offers our members several retirement and general brokerage account types

We offer several tax-advantaged retirement account options through our robo-advisor platform, Altruist:

  • Traditional IRA
  • Beneficiary IRA
  • Roth IRA
  • Beneficiary Roth IRA


Through Altruist, we also offer general taxable brokerage accounts:

  • Individual brokerage
  • Joint Trust with Rights of Survivorship (JTWROS)
  • Trust


Our 401(k) partner Ubiquity collaborates with us to offer a Solo 401(k).

Though we do not currently offer college savings plans such as a 529 or Coverdell, the importance of providing these options is on our radar, and we will let our members know when these do become available.