SigFig Wealth Management
By SigFig Wealth Management
Intelligent funding portfolios and personalised investment steering, with entry to licensed advisors. Low fees, so you have more to take a position.
Everyone is unique. Your investment plan must be too. With SigFig, it’s straightforward to build a personalised plan that takes into account your wants, timeline, and tolerance for risk. Managed for a fraction of the worth of conventional advisors, it’s designed to help hold you on track toward a more secure future.
• Keep extra of your cash
Pay only a easy payment of 0.25% per 12 months, a fraction of the value of traditional advisors, with no trading fees*. Sign up and get your first $10,000 managed at no cost.
• Optimize your returns
Benefit from continuous portfolio monitoring, tax-efficient investment strategies, dividend reinvestment, and every day monitoring and rebalancing.
• Access to licensed advisors when you need
Our group of licensed Financial Advisors is available to reply any questions you might have, assist uncover extra opportunities, and hold you on observe towards your financial targets.
• Manage and analyze all of your accounts
See a free comprehensive overview of the health of your present portfolios to uncover hidden charges and points, then use the results to create a personalised funding 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 straightforward knowing your financial info is encrypted and protected using bank-level security. You can access your account with TouchID or a safe PIN. SigFig is an SEC registered investment advisor and a member of SIPC***.
QUESTIONS?
• We are right here to assist everytime you need it. You can ship us an email at [email protected], ship a message through the app or name us at 855-875-1580. Our group is out there for you Monday through Friday, 9am-9pm EST.
DISCLAIMERS
*We aim to determine on holdings that might be traded commission-free, but there is not a guarantee that you'll not incur any buying and selling costs. You can also incur sure different commonplace charges and bills billed by the third events. Such prices may embrace 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 tons of more.
***SIPC membership implies that your securities are protected as much as $500,000, together with $250,000 fo claims in case. More information is on the market upon request or at www.sipc.org.
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