Questions about investing? Nest Egg has answers.

When you visit hellonestegg.com/republicbank you can simply select the chat option in the bottom right to connect with a Nest Egg advisor.

Nest Egg is our investment product partner.

Investment accounts are not guaranteed like a Republic Bank deposit or savings account opened with us. Nest Egg is only a partner of Republic Bank. Nest Egg investment products cannot be opened using Republic Bank products. Republic Bank only provides a link to Nest Egg for you to access through your Personal Online & Mobile Banking** account in the More menu and on our RepublicBank.com website.

For help on investment advice or to open an investment product with our partner, Nest Egg, you will need to visit hellonestegg.com/republicbank, Nest Egg’s website for investment products and services.

Republic Bank associates can encourage, refer, and help you set an appointment with a Nest Egg advisor at hellonestegg.com/republicbank based on your interest and goals with investing, such as upcoming retirement, changing jobs or career, real estate sales, death of a loved one, or a birth in the family. Republic Bank associates are not registered as Investment Advisors, which is why we’ve partnered with Nest Egg to help you with your investment needs.

If you do open an investment account with Nest Egg, you can then log into Personal Online & Mobile Banking and add your Nest Egg investment account as an External Account on the My Accounts widget, which connects your Nest Egg investment account to Money Management, our free financial management tool. Here you can view your balance to your Nest Egg investment account, but to manage, view statements or receive assistance, you will need to speak with your Nest Egg advisor.

Investment Advisory Services are offered through Nest Egg Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov.

Visit Nest Egg in your Personal Online & Mobile Banking More menu or visit the Nest Egg landing page here to continue to the Nest Egg site. Sign up and log in to Nest Egg. You can begin a live chat with a Nest Egg advisor and they will begin the process to help you choose your goal, find your portfolio, and from there track your investment progress.

• Choose a goal
  Your investment journey begins by selecting the financial goal you are trying to achieve.
  
• Find your portfolio
  Complete a simple questionnaire to see which portfolio is best aligned with your investment objective and risk tolerance.
  
• Track your progress
  Nest Egg provides ongoing account management and recommendations to help ensure you are on track to meet your financial goal.

Our Nest Egg partner provides a summary of how you can reach your investment goals below:

The Nest Egg approach to investing is based on a Monte Carlo™ simulation that calculates the probability of reaching your financial goals. Using your answers to a short series of questions, Nest Egg is able to determine your risk-tolerance level and assign you a corresponding Nest Egg number. This number, combined with your investment objective, enables Nest Egg to create a comprehensive investment plan and assist you in achieving your financial goals.

You can learn more about determining your Nest Egg goals at hellonestegg.com/republicbank.

Visit hellonestegg.com/republicbank to learn more about Nest Egg portfolios.

You can chat with a live advisor during business hours:
Monday – Friday: 9am – 5pm EST and Saturday: 9am – 1pm EST

Our Nest Egg partner provides 3 ways to make investing easy for you:

• Portfolio Selection: Your Nest Egg number will allow Nest Egg to assign you a portfolio tailored to your investment objective. For example, a higher number signifies higher risk—but a greater potential for reward.
• Monte Carlo Simulation™: Nest Egg will run a probability analysis to provide realistic expectations for your investments as you work toward reaching your financial goals.
• Ongoing Management: Nest Egg will monitor your account and rebalance quarterly to keep your portfolio aligned with your financial goals. If Nest Egg sees you are falling short of your goals, Nest Egg will recommend additional contributions.

You can learn more about making investing easy at hellonestegg.com/republicbank

You can find Nest Egg when you log in to your Personal Online & Mobile Banking located in the More menu – right under the Check Stop Payment link. You will need to enter in your credentials for Nest Egg to chat with your advisor.

Nest Egg investment products and services are offered at designated areas within your local banking center.

You can also find Nest Egg by visiting hellonestegg.com/republicbank.com.

Click here to view Nest Egg’s terms and conditions.

Click here to view Nest Egg’s privacy policy.

You can add your Nest Egg investment account to Money Management, our free financial management tool available in Personal Online & Mobile Banking, to view your Nest Egg account balance and history.

• Log into your Personal Online & Mobile Banking account and select Money Management in the menu.
• Select +Add an Account and search “Nest Egg”. Look for the green egg icon.
  

• Enter your credentials to connect your Nest Egg investment account to Money Management.

• Wait for your Nest Egg investment account to connect.

• If your Nest Egg investment account connected successfully, you’ll receive a confirmation.

• Your Nest Egg Investment will automatically categorize as an Investment account in your Money Management tool. You can then view your balance and history by selecting your Nest Egg investment account in your Money Management account list.