• M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Finance’s Invest is a Robo-advisor investment platform ideal for DIY investors. It offers automated investing, expert portfolios, and customization.
    • Choose your portfolio of stocks, fractional shares of stock, ETFs.
    • $0 account minimum. 100% commission-free trades and no hidden fees.
  • Credit Karma Tax Free Online Preparation / $0 State and $0 Federal

    Brand:Intuit
    • 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.
  • Wealthsimple Invest

    Wealthsimple Invest / Socially Responsible Investments

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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. Basic features include auto-deposits, auto-rebalance, and dividend reinvesting.
    • Get a free portfolio analysis of your existing non-Wealthsimple portfolios.
  • 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.
  • Even Financial Personal Loans / Get Offers in 60 Seconds

    • Even Financial is a free service that connects borrowers with multiple lenders
    • Complete just one application to prequalify without impacting your credit score
    • Get results in 60 seconds and compare the rates and terms
    • Borrow from $1,000 o $100,000
    • Terms from 2-7 years
  • eSmart Tax Online Preparation / E-file Your Taxes

    • eSmart Tax Online Preparation is convenient and easy to use DIY service to prepare and e-file your taxes. Offered by Liberty Tax.
    • Get a straight-forward interview-style process that is easy to use.
    • Features include Tax Guarantee for Maximum Refund.
    • Choose from 4 options: free, basic, deluxe, premier.
    • Get started with a Free version and upgrade for more complex returns.
  • Jackson Hewitt Online Tax Preparation and E-file / Free and Simple

    • Jackson Hewitt Online is an online tax preparation software helping DIY taxpayers.
    • Complete your tax returns online or choose to file in-person at nearly 6,000 locations.
    • Choose from 3 tax preparation options: free, deluxe and premier.
    • Get unlimited online support with a 100% accuracy and maximum refund guarantee.
    • Multiple refund options are available including Early Refund Advance*
  • 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.
  • Personal Capital Budget App / 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.
  • Credible Personal Loan / One Application Multiple Offers

    • Credible personal loan marketplace helps you find and compare offers from vetted financial partners.
    • A simple, two-minute form, and instantly see which lenders you qualify for and at what rates based on your credit history.
    • Checking your pre-qualified rates with Credible will not affect your credit score.
    • Rates 3.49% – 35.99%; Borrow $1000 – $100,000.
  • 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.
  • 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.
  • 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.
  • 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.

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