Save Smarter for the Future—With Pelican

Set a goal, enroll in the right account, track your progress, and maximize your contributions—all in one app.

How It Works

From Dream to Done—in Four Simple Steps.

Set Your Goal

Choose what you're saving for— K-12, continuing education, or college.

Enroll in the Right Account

We guide you to the best-fit savings or investment accounts.

Track Progress Automatically

See how close you are to your goal with smart tracking.

Maximize Contributions

Get tips, reminders, and tools to grow your savings faster.

Explore the Pelican Invests app

  • Download the Pelican Invests app

  • Set Your Goals

  • Enroll in the right accounts

  • Get tips, reminders, and tools to grow your savings faster.

FAQs

  • Anyone over 18 with a Social Security number can open a Pelican account—parents, guardians, grandparents, or even family friends.

  • At Pelican, we begin by learning about your savings goals so we can recommend the best plan for your needs.

    For education savings, we believe 529 education savings plans are one of the most powerful tools available due to their tax advantages and flexibility.


    👉 Learn more about the types of plans used for education savings here.

  • To get started with a Pelican account, you’ll need to choose one of the following minimum contribution options:

    • A $1 one-time contribution, or

    • A $25 monthly recurring contribution, or

    • A $75 quarterly recurring contribution

    These flexible options are designed to help every family start saving—no matter where you're starting from.

  • Pelican is a Registered Investment Advisor that partners with the New York’s 529 Advisor-Guided College Savings Program, which is distributed by J.P. Morgan Asset Management.
    Your funds are professionally managed and securely held within this trusted, advisor-guided investment program.