Set up your account
Create your advisor profile and configure your firm branding in minutes.
Free for plan sponsors & participants
For 401(k) advisors
Participant Education Done Right
Scale baseline financial literacy across every plan you serve—so your one-on-one guidance goes further.
Scale without sacrificing quality
Growing your 401(k) book means less time per participant. StockMotion fills the education gap with interactive lessons that prepare people for deeper conversations with you.
Win-win-win for everyone
What your firm gets
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Differentiation
Stand out from other advisory firms with a modern participant education platform.
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Participant Education
Scale education without sacrificing the quality of guidance you provide.
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Trends & Insights
See aggregate engagement and learning trends across your plan sponsors.
What your sponsors get
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Employee Wellness Benefit
Offer a meaningful financial wellness perk at no cost to the plan.
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Big Culture Win
Show employees you invest in their long-term financial health.
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No Cost!
StockMotion is free for plan sponsors and participants.
What participants get
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Financial Education
Learn investing fundamentals through interactive, gamified lessons.
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Basic Planning Tools
Apply knowledge to real planning scenarios like retirement preparation.
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Direct Access to You
Better-educated participants arrive ready for deeper advisory conversations.
Onboarding in three steps
Sponsor set up
Invite plan sponsors and customize the experience for each client organization.
Participant set up
Distribute invitations and watch participation rates grow as employees engage.
Advisor FAQ
Is StockMotion free for plan sponsors and participants?
Yes. StockMotion is free for plan sponsors and participants. That removes a common objection when you recommend the platform to client companies.
How does this fit my fiduciary responsibilities?
StockMotion provides general financial education—not personalized investment advice. It helps participants build baseline literacy so your one-on-one guidance goes further.
What data can I see as an advisor?
Advisor dashboards show aggregate engagement and learning trends across sponsors and participants—without exposing individual account details inappropriately.
How long does onboarding take?
Most firms are set up in minutes: create your advisor profile, invite sponsors, and distribute participant invitations.
Does StockMotion integrate with our recordkeeper?
StockMotion runs as a standalone education layer employees access via mobile app. Contact us to discuss your specific plan setup and rollout.
Want to leverage StockMotion with your plans?
Reach out to learn how advisors are scaling participant education.
Email Us