Give the Gift of Ownership
A real investment.A beautiful box.A gift they'll never forget.
Curated Portfolio Boxes let you give ownership in America's leading companies. Choose an amount, select an ETF, and we deliver a premium keepsake box with everything they need to claim their investment.
3
ETF Choices
5
Gift Amounts
Physical
Delivery Only
Simple Process
How It Works
From gift box to real ownership in three simple steps.
01
Redeem Your Gift
Enter the code from your gift box. We'll verify your gift and show you your ETF options.
02
Verify Your Identity
Complete a quick identity verification. This is required by law before we can transfer shares to you.
03
Receive Your Shares
Once approved, your shares are deposited into your new brokerage account. You're now an investor.