ABLE Savings

$12,345.67
+$1,695.67 · 12M
Jun 1, 25Dec 1, 25May 1, 26
2026 contribution limit
$10,800.00 / $20,000

Growth portfolio

Growth Portfolio
55%+14.2%
Income Portfolio
25%+5.8%
Conservative
15%+4.1%
Cash + Money Market
5%+4.8%

Balance composition

  • Contributions79%$9,750.00
  • Family & gifts9%$1,050.00
  • Market gains13%$1,545.67
2026 contribution limit
$10,800.00 / $20,000
SSI safe-harbor cap
$12,345.67 / $100,000

Caregiver gifts

$1,050.00
  • MR
    Maria Rivera
    Mom
    $700.00
  • JC
    James Chen
    Dad
    $250.00
  • AL
    Aunt Lourdes
    Aunt
    $100.00
  • CD
    Coach Daniel
    Mentor · invite pending

Auto Save

Weekly transfer
$50 every Tuesday from Checking
Per week$50
Round-ups
Round each purchase up to the nearest $1
Round to nearest
Auto-sweep over threshold
Move checking balance over $2,000 to ABLE
When checking exceeds$2,000

Recent activity

View all
Auto-save deposit
6 days ago·Financial
+$50.00
Auto-save deposit
Apr 24·Financial
+$50.00
Round-up deposit
Apr 21·Financial
+$4.71
Investment dividend
Apr 16·Financial
+$38.40
Family contribution
Apr 8·Financial
+$250.00

Contributions

This month
  • 04
    Jun
    Automated Contribution
    $450.00·Upcoming
  • 21
    May
    My Contribution
    $250.00·Completed
  • 04
    May
    Automated Contribution
    $450.00·Completed
  • 23
    Apr
    My Contribution
    $100.00·Completed
  • 04
    Apr
    Automated Contribution
    $450.00·Completed
  • 04
    Mar
    Automated Contribution
    $450.00·Completed