• SoFi Automated Investing / Robo-advisor for Cost-Conscious Investor

    Brand:SoFi
    • SoFi Automated Investing helps you build your investment portfolio based on your goals and risk tolerance.
    • No management fee. Start with just $1.

    Bonus: Get $25 with at least a $100 deposit.

     

  • PocketGuard for Simple Budgets to Track Spending Set Goals

    • PocketGuard is a free personal finance tool to help you track your spending, create a budget, set goals to save and invest more, and lower your expenses.
    • Monitor for potentially unwanted and unauthorized charges like hidden fees, billing errors, forgotten subscriptions, scams, and fraud.
    • Browse other financial products to see if there are ways to save on your mortgage payments, insurance, or other loans.
  • Goodbudget Digital Envelope Budgeting System

    • Goodbudget is a budget tracker that digitizes the envelope budgeting method.
    • Set a dollar amount that goes towards things like your home payment, auto loan, groceries, and more.
    • Free version with upgrade available.
  • You Need A Budget (YNAB) Zero-Based Budgeting

    • YNAB is zero-based budgeting and will help you break the paycheck to paycheck cycle, get out of debt, and save more money.
    • Rule No. 1 of You Need a Budget tool is to “give every dollar a job.”
    • On average, new users save $600 in the first two months and more than $6,000 in the first year. Try it free for 30 days.
  • Trust & Will Online Estate Planning Made Easy

    • Trust & Will helps you create a legally binding and comprehensive online estate plan with documents like wills, trusts, and guardianship nominations.
    • Trust & Will has three distinct plans: Guardian, Will, and Trust.
    • Includes a 30-day money-back guarantee and one year of unlimited updates for no additional charge.
  • Perfect Portfolio Course Learn Investing Stock Market / Building Bread

    • Perfect Portfolio Course is designed to teach new investors how to choose their own investments and test their investment ideas before spending their own money.
    • 1.5-hour training to teach you the fundamentals of the stock market and the different types of investments you can choose.
    • Tutorials on two investing tools to test out your investment ideas.
    • Portfolio Cheat Sheet can help you to invest in less than 10 minutes.
    • Fee Analyzer Tool to save money with your investment choices and improve your overall performance.
  • Mint Budget Tracker and Planner

    Brand:Intuit
    • Mint is a free budgeting and financial tracking app helping you see your overall financial picture and make better decisions.
    • See everything in one place – from balances and bills to your credit score and more.
    • Automatically updates and categorizes your information from your bank accounts and credit cards to retirement accounts and more.
    • Get product recommendations that could help save you the most based on your lifestyle and goals.
  • Wealthfront / Robo-Advisor and Holistic Approach to Investments

    • Wealthfront Invest Robo-advisor helps you do less and earn more using tech to manage investments to achieve your financial goals.
    • Minimum $500. Low management fee.
  • Personal Capital / Budgeting and Money Management

    • Personal Capital budget app is a personal finance management tool allowing you to connect external financial accounts for a comprehensive view of your money in one place.
    • Creates summaries of your spending, net worth, and investment portfolio.
    • Free service with no upgrade or purchase requirements.
  • Public.com / Invest in Stocks and Engage in Community

    Brand:Public
    02
    • Public.com enables you to invest in stocks and funds, commission-free through an easy-to-use mobile interface.
    • Community features allow you to follow friends and expert investors, share insights, and interact.
    • No account minimums. Buy and sell fractional shares.

    Promotion: Get a $10 share of stock for new signups.

  • Acorns / Invest Your Spare Change Automatically

    Brand:Acorns
    01
    • Acorns Invest is a micro-savings app that helps you invest your spare change from everyday purchases through Round-Ups.
    • Best for beginners and those seeking an integrated financial app centered on investing.

    Acorns Promotion: $5 signup bonus after your first investment.

  • SoFi Active Investing / Invest Starting with $5 – Stocks, ETFs

    Brand:SoFi
    • SoFi Active Investing allows you to buy and sell stocks, fractional shares, and ETFs.
    • No commission trades no account minimums.

    SoFi Invest promo: Fund your account with $100 and get $25 in stock.

  • Robinhood / Commission-Free Stock Trading and Investing

    Brand:Robinhood
    01
    • Robinhood Invest offers 100% commission-free trades of stock, ETF, fractional shares, options, and cryptocurrency.
    • $0 account minimum with no monthly account fees.

    Promo: Get 1 FREE Stock with account opening. No deposit is required.

  • Webull Stock Trading / $0 Commission and No Minimum

    Brand:Webull
    02
    • Webull is a zero-commission online brokerage to trade stocks, fractional shares, ETFs, and options trading.
    • Full-extended hours trading, free real-time quotes, and community forum.
    • $0 minimum balance. Invest with as little as $5.

    Promotion: Receive 2 FREE stocks. Open an account and make an initial deposit of any amount.

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