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Retirement and investing

Retirement and investing

Retiring our investing and retirement products
What are capital gains and how do they affect me?
When can I get my tax documents for my Oportun investing or retirement account?
How can I rollover into/out of my Oportun retirement account?

^{Oportun is not a bank. Investment advisory services provided by Digit Advisors, LLC, SEC-registered investment advisor. Brokerage services provided by DriveWealth LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Investment accounts are: (i) not insured by FDIC; (ii) not a deposit or other obligation of, or guaranteed by Digit or another depository institution; (iii) subject to investment risks, including possible loss of the principal amount invested.}