Click here to create your Passiv account!
1: Enter your name, email, and create a password
2: Scroll down and click the “Register” button
Congrats, you’re in!
Get your Passiv account up and running in 3 easy steps.
Passiv walks you through how to get set up.
Just click the blue “Get Started” button, follow the prompts, and your account will be set up in minutes!
Now let’s connect your brokerage!
Start typing the name of your brokerage into the box, or scroll down to choose it from the list.
Passiv connects to your brokerage using SnapTrade, our secure system that lets Passiv see your account data in real time.
Click the blue button that says “Continue”
Now you’ll see the login page for your brokerage. Log in as usual.
These next few steps will look different depending on the brokerage you use, but follow a similar process.
Update your device name.
Click the “Allow” button to connect your Passiv and brokerages accounts.
Passiv is now connected to your brokerage!
If you want, you can update names by clicking the pen icon.
You can continue adding more brokerages by following these same steps.
Now let’s choose your membership!
You have 2 membership options to choose from.
Make investing easy with one-click trades using Passiv Elite!
Or, use our ‘Forever Free’ plan.
Scroll down and click the blue button that says Get Elite.
Enter your payment details.
That’s it! Now let’s set up your model portfolio!
Scroll down and click Continue As A Community User.
Your model portfolio is the ‘template’ that tells Passiv what you want your portfolio to look like.
This is how Passiv knows what ETFs, stocks or bonds you want - and the percentage of each.
Once your portfolio is set up, Passiv keeps your investments on track by automatically suggesting trades based on your model portfolio.
And if you have Passiv Elite, you can automatically make those trades with the click of a button!
Automatically calculate trades
Get notified of cash & dividends
Connect multiple brokerages
