We’re on a mission to pave the way for bright futures
Pelican Invests provides the tools and resources to help you achieve a better financial future.
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Pelican Invests is dedicated to helping you achieve your financial goals through a comprehensive suite of services.
Industry-leading APY
If you want easy access to your money at a high interest rate, then a Pelican Invests High Yield Saving Account could be a great fit for you.
FDIC Insurance
Pelican Cash allows clients to access up to $1m for individual accounts and up to $2m for joint accounts of FDIC insurance through our partner bank network.
No Minimums
A high yield on cash is available to any Pelican Invests client regardless of account size.
Same day transfers
Enjoy the freedom and flexibility to access funds whenever you need with the ability to initiate withdrawals at any time.
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FAQ
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What is Pelican
Pelican is an SEC Registered Investment Advisor empowering families to achieve their financial goals by providing personal investment advice, action planning, investing courses, and gifting opportunities.
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How does Pelican Invests do?
Pelican Invests is dedicated to helping you achieve your financial goals through a comprehensive suite of services. We offer Personalized Financial Advice tailored to your unique needs, Action Planning to navigate your investment journey with confidence, Learning Opportunities to enhance your financial literacy, and Gifting options that allow family and friends to contribute to your milestones. Our mission is to empower you with the tools and knowledge to secure a brighter financial future.
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What are the benefits of using Pelican?
Using Pelican offers numerous benefits:Action Planning
Personalized Financial Advice: Get tailored financial guidance from experts who understand your unique goals and circumstances.
Action Planning: Access step-by-step action plans to help you stay on track and achieve your financial milestones with confidence.
Learning Opportunities: Enhance your financial literacy with our extensive library of educational content and resources.
Gifting Options: Allow family and friends to contribute to your savings goals through easy and secure gifting features.
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Is Pelican a Registered Investment Advisor?
Yes, Pelican Invests LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor that advises clients on securities investments and may manage their investment portfolios.
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Is my information secure with Pelican?
Yes, we take the security and privacy of your information seriously. Pelican employs best-in-class-standard security measures to safeguard your data and ensure a secure user experience.
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How can I contact Pelican for support or additional inquiries?
Comprehensive Support: From saving for education to planning for retirement, Pelican provides the tools and support you need to reach your financial goals.
For support or further inquiries, contact support@pelicaninvests.com.
Why Choose Pelican Invests?
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Expert Advisors
Our team of certified financial advisors brings years of experience and a deep understanding of financial planning.
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Personalized Plans
We tailor our strategies to meet your unique needs and goals.
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Trusted Support
As a SEC Registered Advisor, we adhere to the highest standards of fiduciary responsibility.
"Pelican Invests helped me plan for my child's college fund, and now we're on track to cover all expenses without stress.”
“Their legacy planning services gave me peace of mind, knowing that my family's future is secure."
“I want to make sure my grandkids are setup for success.”
Donna, Grandmother of four
“Thank you for making it easy to gift to the education plan.”
Karuna, Mother of one
“My Pelican fund with the picture of my son and the info about saving for his education got a strong positive reaction. I previously set up ESAs through a financial planner and never had this kind of moment.”
Andrew, Father of two
Download our Gifting App
Download our Gifting App
Download the Pelican Invests app to reach milestones faster with support from family and friends!
