#1
Our Partner
  • Automated investing
  • Members receive financial advice from real advisors
  • Open an account with as little as $100
  • Automated rebalancing
  • Rollover existing accounts into a SoFi Wealth retirement account
  • Hybrid model - guidance from actual advisors to assist with portfolios maintained by robo-advisor
  • Exclusive rate discounts on SoFi loans
#2
Our Partner
  • Built for the Active Trader
  • Innovative technology platform
  • Complimentary broker assisted trades over the phone
  • Global trading: 19 international exchanges
  • Mobile trading platforms
  • 1 free withdrawal per month
#3
Our Partner
  • Robo-advisor
  • SIPC-insured up to $500,000
  • No trading, account transfer, or rebalancing fees
  • Automatic rebalancing
  • Tax-loss harvesting
  • Access via mobile app
  • Get $10,000 managed for FREE when you sign up for your first Wealthsimple account
#4
Our Partner
Alternative to an online stock brokerage
  • Work personally with CFP professional
  • Complimentary financial analysis
  • Full financial planning
  • Flat fee based on services, not assets