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.
360 Performance Savings Account / Capital One
- Fee-free online savings account earning a competitive interest rate with no minimums
- Direct deposit or deposit checks using mobile app or visit a branch
- Create an automatic savings plan with scheduled transfers on payday or any day
- Connect your savings account with an external checking account
- Open up to 25 separate savings accounts
Multiple Savings Goals with Rules-Based Triggers / Qapital Goals
- Intelligent banking app that automatically saves money towards Goals based on your savings Rules and activity triggers.
- Savings Goals are for goals you want to achieve in the near future
- Set multiple specific savings goals accessible under one account
- Automate savings with recurring transfers and save using IFTTT Rules
- 3 membership tiers starting at $3 per month
360 Money Market / Capital One
- A high-yield, fee-free online bank account that helps you save for balances over $10,000
- No monthly fees to open or keep account
- Deposit check on mobile, use electronic transfers or visit a branch
- Utilize automatic savings plans with direct deposits or scheduled transfers
- Connect your money market account with other 360 accounts or another financial institution
Digit Save Money Automatically with AI
- Digit analyzes your spending and automatically saves the perfect amount every day.
- Algorithms learn how you spend and know when to save or take a break.
- Share what you’re saving for and AI creates a budget for your next vacation, pay off credit cards, or put money away for a rainy day.
- Get 30 days Digit free then just $5/month.
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.
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
- 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
- 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
- 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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