SigFig Wealth Management description

Intelligent investment portfolios and personalized investment guidance, with access to licensed advisors. Low fees, so you have more to invest.

Everyone is unique. Your investment plan should be too. With SigFig, it’s easy to build a personalized plan that takes into account your needs, timeline, and tolerance for risk. Managed for a fraction of the cost of traditional advisors, it’s designed to help keep you on course toward a more secure future.

• Keep more of your money
Pay only a simple fee of 0.25% per year, a fraction of the cost of traditional advisors, with no trading fees*. Sign up and get your first $10,000 managed for free.

• Optimize your returns
Benefit from continuous portfolio monitoring, tax-efficient investment strategies, dividend reinvestment, and daily monitoring and rebalancing.

• Access to licensed advisors when you need
Our team of licensed Financial Advisors is available to answer any questions you may have, help uncover additional opportunities, and keep you on track towards your financial goals.

• Manage and analyze all your accounts
See a free comprehensive overview of the health of your existing portfolios to uncover hidden fees and issues, then use the results to create a personalized investment strategy.

• Leave the hard work to us
SigFig connects with over 50 leading brokerages** such as Fidelity, Schwab, and TD Ameritrade.

• Security is our top priority
Rest easy knowing your financial information is encrypted and protected using bank-level security. You can access your account with TouchID or a secure PIN. SigFig is an SEC registered investment advisor and a member of SIPC***.

QUESTIONS?

• We are here to help whenever you need it. You can send us an email at [email protected], send a message through the app or call us at 855-875-1580. Our team is available for you Monday through Friday, 9am-9pm EST.

DISCLAIMERS

*We aim to choose holdings that can be traded commission-free, but there is no guarantee that you will not incur any trading costs. You may also incur certain other standard fees and expenses billed by the third parties. Such costs may include brokerage commissions, account opening fees, transaction fees and others.

**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.

***SIPC membership means that your securities are protected up to $500,000, including $250,000 fo claims in case. More information is available upon request or at www.sipc.org.