SigFig Wealth Management



    SigFig Wealth Management's review

    Published: 2015-07-03, by .

    SigFig - Investment Optimizer is a great way to track all of your investment accounts in one place, though it's hampered down by syncing issues

    • Clean and speedy UI
    • Syncs with many top name brokerages
    • Syncing issues
    • Only for US brokerages

    "A Great Free Personal Finance App"


    SigFig - Investment Optimizer is a free personal finance app available for Android and iOS devices. SigFig tracks all of your investment accounts from several big name brokerages, such as Fidelity, ETrade, and Merrill Lynch and displays them right on one single dashboard. SigFig can also help you invest in a low cost automated ETF portofio. You can also connect to a personal finance advisor who will offer you financial advice on your investments.


    SigFig’s user interface is clean, intuitive, and very fast. It syncs with your investment accounts from many top name brokerages. A low fee of 0.25 percent a year with no trading fees. SigFig also offers top grade security to keep your money safe.


    Currently, SigFig doesn’t support foreign based brokerages. Syncing issues and “oops!” errors keep this app from being the best in its class. Lesser known brokerages are not supported.

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    Daniel Adrian Sanchez

    by Daniel Adrian Sanchez

    Jul 03, 2015


    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.

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