Seven asset classes. One account.
Your whole portfolio, finally in one place.
Trade stocks, ETFs, crypto, and options, hold bonds and high-yield cash, and let an automated advisor do the rest — all under a single, honest view of how you're really doing.
Total portfolio value
$248,930.42
+$3,204.18 (1.31%) today
Today
+$3,204
Total return
+38.2%
Buying power
$12,480
Holdings
Allocation
55 / 25 / 20
7
asset classes, one login
9,000+
stocks & ETFs
$0
equity commissions
24/7
support & crypto trading
Figures are illustrative placeholders — replace with your verified data and regulatory disclosures before publishing.
One unified view
Stop stitching screenshots together.
Most people hold stocks in one app, crypto in another, and a retirement account somewhere they forgot the password. Summitbull puts performance, income, and taxes for everything in a single, trustworthy picture.
Holdings
8 positions · 4 asset types
Apple Inc.
Stock · 60 sh
$13,284
+1.8%
Bitcoin
Crypto · 0.42
$26,930
+2.1%
Total Market ETF
ETF · 120 sh
$32,208
+0.6%
Bond ladder
Bonds · 6 rungs
$41,500
+0.1%
Income forecast
$4,612 / yr
Projected dividends + interest
A monthly breakdown for every income-generating asset you own.
What you can hold
Every asset class, one tax view.
Stocks & ETFs
9,000+ US-listed names, fractional shares from $1, and clean tax-lot tracking.
Learn moreCrypto
Major digital assets, 24/7, with transparent spreads and qualified custody.
Learn moreOptions
Multi-leg strategies, live Greeks, and a payoff diagram before every order.
Learn moreBonds
Investment-grade and government bonds, laddered for predictable income.
Learn moreHigh-Yield Cash
A competitive, variable APY on idle cash with no fees and instant access.
Learn moreAutomated wealth
A robo-advisor that builds, rebalances, and tax-optimizes to your plan.
Learn moreHow it works
Open, fund, and you're investing.
- Step 1
Open in minutes
Verify your identity and choose self-directed, automated, or both. No paperwork, no branch visit.
- Step 2
Fund securely
Link a bank in seconds. Most transfers settle in one to three business days, with a portion often available right away.
- Step 3
Invest your way
Buy what you like, or let the advisor build and maintain a diversified portfolio around your goals.
Why Summitbull
Built to be on your side.
A quick, honest comparison. Replace the right-hand column with the specific competitors you want to position against.
| Summitbull | Typical broker | |
|---|---|---|
| Stocks, crypto, options, bonds & cash in one account | Yes | Often separate apps |
| Automated advisor included | Yes, flat fee | Usually upcharged |
| Unified performance & tax view | Yes | Fragmented |
| Commission-free equities & ETFs | Yes | Varies |
Automated wealth
Set the goal. We keep the discipline.
Answer a few questions and the advisor builds a diversified portfolio, reinvests dividends, rebalances on drift, and harvests tax losses — for a single flat fee, with no per-trade drag.
- Auto-rebalancing keeps your mix on target as markets move.
- Tax-loss harvesting works to offset gains where the rules allow.
- A glidepath shifts toward stability as your goal approaches.
Recommended plan
Balanced · risk 6/10- Equities55%
- Bonds20%
- Crypto12%
- Cash8%
- Alts5%
Advisory fee
0.25% / yr
Projected · 20 yrs
illustrative
Customer voice
“SummitBull has helped me take a more strategic approach to investing. The platform makes it easy to diversify across different assets, monitor performance, and stay focused on long-term growth. ”
Suzanne Marrone
Canada
Security & trust
Protections you can verify.
We state exactly which entity holds your assets, who regulates us, and what is and isn't covered. Replace the bracketed items with your real registration details before launch.
Read our disclosuresRegistered & supervised
Brokerage is a registered broker-dealer and member of FCA/FSCS. High-Yield Cash Account is offered through partner banks.
Encryption everywhere
TLS in transit, AES-256 at rest, hardware-key 2FA.
Segregated assets
Client assets held separately from firm capital.
Questions, answered plainly.
How do I open an account?
Opening takes a few minutes. You verify your identity, link a funding source, and choose self-directed investing, the automated advisor, or both.
What does it cost?
Stocks and ETFs trade commission-free. The advisor charges a flat annual rate, and crypto shows its spread before you confirm. The full schedule lives in our disclosures.
Is my money protected?
Protections depend on the product and jurisdiction and are stated precisely in our disclosures, including what is not covered (crypto and market losses). Investing always risks loss of principal.
The whole market, one calm account.
Open in minutes. Self-directed, automated, or both — at your own pace.