SigFig - Investment Optimizer
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“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
• Track your investments for free:
SigFig automatically pulls your investment accounts into a single dashboard — giving you a real-time view of every stock, mutual fund, ETF, and option you own across your web, mobile, and tablet devices.
• Or, optimize your returns with automated investing:
SigFig optimizes your portfolios and monitors them daily to keep them on track with automatic rebalancing, dividend reinvestment, and tax efficient strategies.
• Keep more of your money:
Pay a fraction of the cost of traditional financial advisor with a simple fee of 0.25% per year with no trading fees. Sign up and get your first 10K managed for free!
• Achieve your financial goals:
Connect with a financial advisor who will give you expert advice and help develop a personalized financial plan. Our investment team has decades of experience successfully managing billions of dollars.
• Peace of mind:
We’ve integrated with Fidelity, Schwab, and TD Ameritrade, so you can keep your money where it is. We also use the same level of security that your bank uses to safeguard your financial information.
* 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 does not support brokerage accounts outside the United States at this time
*** You can sign up for a SigFig managed account from a mobile phone or through our website at sigfig.com.
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• Bug fixes and performance improvements