Shape


Custom allocation

Build your own custom investment plan

With custom investment plans, Bella Bee Pro members have the ability to control and shape their portfolio exactly how they want — picking the exact allocation across any number of our available funds.

Members can always update their plan as their investment objectives or financial goals change, or easily switch between custom and Bella Bee-directed plans.

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Important details


Bella Bee Pro is a membership that allows investors to take total control of their investment portfolio. For $10/month, Pro members can create custom investment plans and make direct investments into all available funds on Bella Bee, including strategy-specific funds with limited access.

Bella Bee Pro members will have access to the following features:

  • Direct investment: Make one-off investments into specific funds.
  • Custom plans: Build your own portfolio with full allocation control.
  • Bella Bee Pro members will have access to all standard Bella Bee account features in addition to the features above.

    A Bella Bee Pro membership costs $10/month or $99/year.

    We can accept payments from debit cards, credit cards, and checking accounts.

    Note: Users may change their billing period between monthly and annually at any time.

    You can update your billing periods from your Profile & Preferences under the Bella Bee Pro settings page. Memberships will automatically renew unless canceled by the user.

    If you are new to the Bella Bee platform, you can sign up for a Bella Bee Pro membership during the account creation process.

    If you are an existing investor interested in becoming a Bella Bee Pro member, you can sign up from your Settings page under Profile & Preferences and click on Bella Bee Pro.

    The Bella Bee Pro membership can be canceled at any time.

    That said, the membership will automatically renew unless canceled by the user.

    To cancel your membership please navigate to your Profile & Preferences under the Bella Bee Pro settings page.



    New investor exclusive

    Try Bella Bee Pro for 30 days

    Bella Bee Pro members get access to features that offer the most advanced portfolio control.


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