How to Sign Up | Carbon Collective

Tell us about your primary investment goal

First, we need to learn a little bit about you. When you click Sign Up we'll ask you a series of questions to help find the right portfolio and account type. It generally takes 2-5 minutes.

We'll help you choose the right account type
Brokerage or IRA? Just you or with your spouse?

And the right portfolio
Core or Climate Only? Bold, Cautious, or somewhere in the middle?

We’ll hand-check your submission
We want to make sure everything looks right. This can take up to 1-2 business days, but often less.

Fund your first account

Once your household is set up in Altruist, the final step is to fund your account.
You have three choices:

Connect your bank

Connect your bank electronically using Plaid. ACH deposits and withdrawals are free and generally take 1-2 business days.

Transfer an external account

If you have an external account with another manager/custodian, we can electronically transfer it to Carbon Collective using an ACAT transfer.

Rollover an old 401(k)

If you have a 401(k) still with an old employer it's generally smart to roll it over into an IRA. It’s not always easy, so we'll handle the hard parts for you.

Finish customizing your household

Set up auto-deposits

Transfer a set amount from your bank to be invested in your Carbon Collective account(s) on a recurring basis.

Add new accounts

Have other savings goals? Want to open a safety net account? Looking to transfer your old Roth IRA? We'll send you an email or you can get started

Add your spouse

Want your spouse to have access to your shared account? Add them as a contact and consider opening a joint brokerage account.

Sit back, we'll handle the rest

Updating your portfolio

We track the new climate-focused companies that emerge and add them to the Climate Index during our annual update.

Rebalancing

We rebalance our portfolios annually, adding new companies to the climate index, updating the allocations in our core portfolios, and resetting your stock vs. bond balance.

Sending you necessary tax docs

When tax time comes around, our brokerage software partner Altruist will send you the necessary forms for each of your accounts.

If you're unhappy for any reason, know you have our Transfer Guarantee

Zach & James

Carbon Collective Founders

If anything ever happens to Carbon Collective...
Or you're unhappy for any reason with our service, we’ll help you move your account somewhere else and cover any transfer fees.
You have our transfer guarantee.

You own the stocks and bonds we help you buy. They're held by one of the largest custodians in the country. Should Carbon Collective not make it, or you want to leave for any reason, we will help you transfer your account to a new advisor/custodian (Schwab, Fidelity, Vanguard, Robinhood, etc.) and cover any transfer fees you incur.

Watch the Webinar

Watch the on-demand Sustainable Investing 101 webinar! Learn how to be a smart investor who cares about climate change.

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Get Our Newsletter

Go a level deeper with us and investigate the potential impacts of climate change on investments like your retirement account.

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Talk To A Human

Joining a new investment service can be intimidating. We’re here for you. Click below to email us a question or book a quick call.

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