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    Tax Preparation (8)

  • 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.
  • 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 3 FREE stocks. Open an account and make an initial deposit of any amount.

  • 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.

  • Chime Banking No Fee Checking / Automatic Savings

    • Chime Banking is a no-fee mobile bank account that offers a Spending Account, a Savings Account, and a Visa debit card.
    • No maintenance fees. No overdraft fees. And no bounced check fees.
    • Cash access to 35,000+ surcharge-free ATMs.
    • Get your paycheck 2 days earlier.
  • Wealthsimple Invest / Robo-advisor for Canadian Residents

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    • 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.
  • Aspiration Spend & Save Account with a Conscious

    • Aspiration Spend and Save is a cash management service with a socially conscious mission.
    • Deposits won’t fund fossil fuel exploration or production.
    • 55,000 free in-network ATMs.
    • 3-5% cashback on Conscience Coalition purchases.
    • Pay what is fair. You decide.
  • Fastweb Scholarships for College

    • Fastweb is a free service to find scholarships to pay for college.
    • Easily discover scholarships, internships, colleges, and more.
    • Create your student profile, match to scholarships, and complete the applications.
  • Chegg Scholarships / Search 25,000+ Scholarships

    • Chegg Scholarship is a free service enabling you to search over 25,000 scholarship opportunities online.
    • Easily create a profile and get matches based on your preferences and settings.
  • 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

    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.
  • LendKey Private Student Loans / Credit Unions & Community Banks

    Brand:LendKey
    • LendKey private student loans are offered through partner credit unions and community banks.
    • Compare fixed and variable rate loans with flexible terms from multiple lenders in one platform.
    • No origination fees, no application fees, and no prepayment penalties.
  • Blooom / 401(k) and IRA Analysis and Optimization

    Brand:Blooom
    01
    • 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.
  • FutureAdvisor Online Financial Advisor and Investing Advice

    • FutureAdvisor is an online investment robo-advisor that automatically manages your investments.
    • Manage investments holistically by linking external accounts to ensure each account’s benefits (tax deferrals or flexible investment options) are maximized.

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