Invest
Invest via your IRA or other investment account
Anyone can invest in SPFFX, even without a 401(k).
If you made contributions to a 401(k) plan with a prior employer, you can roll over those 401(k) dollars into an Individual Retirement Account, commonly called an IRA. Or you might have a college savings account known as a 529, where you want a climate-friendly investment option when saving for your child’s future. SPFFX is a diversified climate-friendly investment option for any type of account.
Brokerage platforms
SPFFX is currently available on the following brokerage platforms. We are always adding more, so check back often. If you don’t see your platform listed here, submit a support ticket with your brokerage platform asking them to add SPFFX, and email us to let us know where you’d like to see it at hello@oursphere.org.
Simplify rolling over your 401 (k) into an IRA with Beagle
Beagle can save you time on rolling over your 401(k)s from old employers into an IRA by doing the paperwork for you. Choose how much of your retirement savings you want to invest in SPFFX, then click below for a simplified rollover experience.
Sphere is not affiliated with nor does it endorse Beagle.
The process
1
Rollover your 401(k) from a prior employer
If you made contributions to a 401(k) plan with a prior employer, you can roll over those 401(k) dollars into an Individual Retirement Account, commonly called an IRA.
2
Keep your account's tax-advantaged status
A traditional IRA keeps the tax-advantaged status of a 401(k), because the money you contributed to it while you were with your former employer used pre-tax dollars.
3
Expand your investment options
Rolling over your 401(k) into an IRA can make more investment options available to you, if your former employer has not made the decision to include climate-friendly investment options in their 401(k) fund lineup.
4
Pick your investment platform
You can roll over your 401(k) to an IRA on any brokerage platform. We have listed a few that currently offer SPFFX below.
5
Invest in SPFFX
Once you have picked your investment platform and transferred your funds to the new IRA account, you can buy shares in the SPFFX mutual fund.
6
Rest easy knowing your dollars are working for the planet
SPFFX avoids investing in the fossil fuel industry and votes your shares in the companies it does invest in for the planet, giving your dollars a voice to encourage positive change at the companies you invest in through the fund.
