• 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.
  • Webull IRA Traditional, Roth, and Rollover Retirement Accounts

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    • Webull offers Traditional, Roth, and Rollover IRAs using the same robust trading platform offered in its general investing account.
    • Actively manage and make zero-commission trades of stocks and ETFs with your retirement funds.
    • $0 minimum balance.

    Promotion: New accounts holders open a brokerage account and make an initial deposit of $100 or more and receive 3 FREE stocks valued between $8-$1600.

  • Blooom Retirement Plan Analysis and Investment Manager

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    • Blooom is a unique service helping you manage your employer-sponsored retirement plans no matter where you work or where the plan is held.
    • Get a free analysis of your 401(k), 457, 403(b), and 401(a) and select IRAs and learn about your asset allocation and fees.
    • No account minimums to sign-up.
  • Acorns Later Save for Your Retirement

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    • Acorns Later helps you save for retirement with a simplified platform to save in tax-advantaged IRAs (Individual Retirement Accounts).
    • Best for existing Acorns users and beginners seeking a better way to save for their retirement using Acorns suite of ETFs.
    • Get started with just $5.

     

  • 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.
  • 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.
  • Wealthfront Invest / Robo-advisor and Low-cost Diverse Investments

    • Wealthfront Invest is a robo-advisor with automated investment management and provides holistic financial advice based on the Modern Portfolio Theory (MPT).
    • With their automated investing services, you can have individual and joint non-retirement accounts, Roth, traditional, SEP, and rollover IRAs, trusts, and 529 Plans.
    • Fees – low advisory fee, low fund fees, no trading commissions, withdrawal fees, minimum fees, or transfer fee.
  • Personal Capital Wealth Management and Investment Advisory

    • Personal Capital Wealth is a fee-based service that incorporates online financial tools with access to investment advisory and actively managed by financial advisors.
    • Fees are all-inclusive for investments includes Tax Optimization, proprietary Smart Weighting strategy, and Dynamic Portfolio Allocation.
  • Betterment Invest / Personalized Investment Advice

    • Betterment Invest takes sophisticated investing strategies and makes them better with personalized guidance and tax-smart technology.
    • A robo-advisor using the investment philosophy on modern portfolio theory with no minimum deposit required.
    • Automates tax-saving strategies like asset location and tax loss harvesting that work to help make the most of your investments behind the scenes.

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