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***.
We are here to help whenever you need it. You can send us an email at email@example.com, 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.
*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.
• Bug fixes and stability improvements
• Tablet support and optimisations
Ratings and Reviews
This application is totally worth checking out. I’ve been with them almost 4 years now and the results have been outstanding. They are a leader in the investment arena. Great results so far and if you’re reading this and need an application with support that is there for you, well you have finally found the correct application. Other alternatives on the Application marketplace do not fare as great as SigFig. I’ve tried several of them out there and without a doubt feel they are the best. Others may think this is hype, well no and yes. No because you haven’t tried them, and yes because I have and believe in their offering. Time to stop reading and sign up!! You have found the app for investing!
Terrible Update - Major Issues
Perhaps it was an attempt to monetize or improve engagement metrics but it’s a matter of time before someone builds a better app and people switch.
Unable to sync
I have been using the application for several years After the last large update UBS and Merrill Edge no longer sync. It’s been a few months for UBS and Just 4 days for Merrill. I find it hard to believe that a firm that wants to invest your money for you is unable to fix the application for over 2 months. Also the support staff really never answers questions as to when the fix might be made. The only reason I continue is that for years this was by far the best application out there. Hopefully this review will encourage technical support to fix the problem.
Nothing has changed
With Family Sharing set up, up to six family members can use this app.