What is the IMPACT app?

The IMPACT mobile app is a simplified trading platform based on the principles of Socially Responsible Investing (SRI) originally developed for the Impact Dashboard tool. The IMPACT app makes it easy for you to:

  • See how well positions in your portfolio align with your values.
  • Look ahead to see how well potential investments align with your values.
  • Swap a non-aligned position with a better-aligned alternative. 
  • Give to your favorite charities.*

Using the app is easy. Choose to log in to either the live or paper version from the three-dot More menu using your login credentials, then tap Values You Support on the Home page to get started.

*The Give feature is currently only available to US residents. 

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How do I use the IMPACT App?
What is the swap button?
How do I sign up for and activate a free trial on the IMPACT app?
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