Everyone

Fidelity Investments

Jelly Bean

Find simple ways to improve your portfolio with a free analysis, or get a low-cost, automated portfolio that’s tailored to your goals.

See why 800,000 Americans trust SigFig’s advice to track and manage $400 billion:

“The data-driven financial planner of your dreams.” - TechCrunch

“The most advanced portfolio manager online.” - BARRON's

“A new threat to the financial industry’s status quo.” - The Street

• Get a free portfolio analysis & investment tracking

SigFig pulls your investment accounts into a single dashboard and analyzes the entire portfolio to create a personalized investment strategy. Uncover hidden fees and issues related to your portfolio’s volatility, stock/bond split, geographic diversification, cash drag and single stock concentration.

• Optimize your returns 

Get 24/7 portfolio monitoring, tax-efficient investment strategies, dividend reinvestment and automatic rebalancing — all for a quarter of the cost of a traditional financial advisor. 

• Keep more of your money

Pay only a simple fee of 0.25% per year, with no trading fees*. Sign up and get your first $10,000 managed for free.

• Achieve your financial goals

Develop a personalized financial plan with the help of an expert financial advisor. Our investment team has decades of experience successfully managing billions of dollars.

• Enjoy peace of mind

We support leading brokerages such as Fidelity, Schwab, and TD Ameritrade so you don’t have to move your money anywhere. You can rest easy knowing your financial information is encrypted and protected by the same level of security your bank uses. 

-----------------------

* Liquidation of existing securities positions may incur trading fees

** Brokerages we sync with: Fidelity, Scottrade, Etrade, Schwab, TD Ameritrade, Vanguard, Sharebuilder, Merrill Lynch, T. Rowe Price, USAA, Wells Fargo, Edward Jones, Morgan Stanley and many more.

SigFig Wealth Management

Neueste Version von SigFig Wealth Management

Weitere Versionen