SoFi Automated Investing
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Reviewed in: Oct. 2022
Period considered: Aug. – Oct. 2022
0%
management fee
$0
Free
career counseling plus loan discounts with qualifying deposit
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Fidelity Go®
Paid non-advisory client promotion
Paid non-advisory client promotion. NerdWallet maintains a 401k program through an affiliate of this provider; NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action. Being a referral partner influences which products we write about and where and how the product appears on our webpage. Most importantly, however, the content of our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Reviewed in: Dec. 2022
Period considered: Aug. – Dec. 2022
0% –
management fee
$0
None
no promotion available at this time
Paid non-advisory client promotion
Paid non-advisory client promotion. NerdWallet maintains a 401k program through an affiliate of this provider; NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action. Being a referral partner influences which products we write about and where and how the product appears on our webpage. Most importantly, however, the content of our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Wealthfront
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Reviewed in: March 2023
Period considered: Aug. 2022 – March 2023
0.25%
management fee
$500
Get $50 customer bonus
when you fund your first taxable Investment Account
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Betterment
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Reviewed in: Oct. 2022
Period considered: Aug. – Oct. 2022
0.25%
with a balance over $20K or qualifying recurring deposit. Otherwise, $4/month.
$0
$10 to start
Up to 1 year
of free management for new clients. Terms apply.
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Axos Managed Portfolios
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
Reviewed in: Oct. 2022
Period considered: Aug. – Oct. 2022
0.24%
management fee
$500
Get $250
when you open and have qualifying deposit(s) that total at least $2,000.00 within 60 days in your Axos Managed Portfolios account.
Paid non-client promotion
NerdWallet doesn’t invest its money with this provider, but they are our referral partner – so we get paid only if you click through and take a qualifying action (such as open an account with or provide your contact information to the provider). Most importantly, our reviews and ratings are objective and are never impacted by our partnerships. Our opinions are our own. Here is a list of our partners and here’s how we make money.
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