Betterment / Investing & Saving with Personalized Investment Advice
- Betterment is a Robo-advisor helping you manage your money with guided investing, cash management, and retirement planning.
- No account minimums and low management fee.
H&R Block Online Tax Preparation / Free and Upgradeable
- H&R Block online tax preparation with electronic filing offers access to 24/7 chat support and over 12,000 brick-and-mortar locations.
- Start with free basic filing and upgrade for more complicated tax situations.
- Choose to receive your refund via direct deposit into a bank account or H&R Block Emerald Prepaid card.
FreeTaxUSA Online Tax Preparation / Free Filing
- FreeTaxUSA online tax preparation is a low-priced tax software owned by TaxHawk to help you prepare, print and e-file your taxes.
- Federal returns are free for everyone–self-employed, investors, rental property owners. State tax returns are extra.
- With the Free version of FreeTaxUSA, you have access to support topics and email customer support.
- Get started with the Free version and upgrade if you need additional support for more complex returns.
TaxAct Online Tax Preparation / Free Filing Made Easy
- TaxAct online tax preparation offers fast, free filing for simple returns of your state and federal taxes with step-by-step guides and free unlimited email and phone support.
- Get your maximum refund. If TaxAct made a mistake, you’re covered with the $100k Accuracy Guarantee.
- Available upgrade during the process if you have a more complex return without restarting.
- Request refunds through direct deposit, mailed check, or get a gift card.
TaxSlayer Online Tax Preparation / Free Filing and E-file
- TaxSlayer Simply to prepare and file your taxes online.
- 100% free for simple tax situations with maximum refund guaranteed.
- Easy navigation and simple interface with 100% accuracy guarantee.
- Access to tech assistance through email and phone support.
- No upfront fees and choose to pay for upgraded options using federal tax refund.
Liberty Tax Online Preparation / File Taxes with In-branch Support
- Liberty Tax Online Preparation offers in-branch tax preparation and filing services with an online filing option for DIY taxpayers.
- Choose from 4 options: simple, basic, deluxe, premium
- Start your tax preparation online and complete the filing with in-person office support, if necessary.
Credit Karma Tax Free Online Preparation / $0 State and $0 Federal
- Credit Karma Tax online preparation is 100% free service to file both state and federal tax returns, offered by the makers of the free credit score app.
- $0 cost for everyone, from start to finish, and includes filers who take deductions and credits.
- Filings are checked for accuracy but all filers receive Free Audit Defense.
- 24/7 live chat to help you with your filing questions.
Webull Stock Trading / $0 Commission and No Minimum
- 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 3 FREE stocks. Open an account and make an initial deposit of any amount.
Robinhood / Commission-Free Stock Trading and Investing
- 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.
Wealthsimple Invest / Robo-advisor for Canadian Residents
- Wealthsimple Invest helps you align your values with socially responsible investments through diversified and low-cost ETFs.
- No minimum balance, Robo-advice, and access to financial advisors.
- For Canadian residents.
Self Credit Builder Loan / Establish and Improve Your Score
- Self Credit Builder Loan is an alternative to a secured credit card and helps to establish or strengthen your credit profile and can improve credit score.
- Save money each month while building your credit.
- Get access to a free credit score.
- Payments are reported to all 3 major credit bureaus.
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.
Personal Capital / Wealth Management and Human Advisors
- Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
- Get a free analysis of your investments and speak with an advisor.
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.
Mint Budget Tracker and Planner
- 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.
Blooom / 401(k) and IRA Analysis and Optimization
- Blooom helps you optimize and manage your employer-sponsored retirement plans no matter where you work or where the plan is held.
- Analysis of 401k, 403b, and IRAs for performance insights, asset allocation, and fund fees.
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