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Rating
8.5
Commission & Fees
8
Customer Service
9
Ease of Use
9
Tools & Resources
8
Investment Options
9
Asset Allocation
8
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Professional investor
  • Social investment
Short description:

OpenInvest is an affordable service that provides robo consultant services based on the ethical concepts of users. Each user can create and customize own investment portfolio. The platform provides ample opportunities for passive investment. Service is not the cheapest on the market, but advanced financial management opportunities compensate for this moment.

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Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $3000
Management fee 0.5%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE 0.50% (+ 0.22% for the green bond fund)
ASSETS UNDER MANAGEMENT > $5 Mln
NUMBER OF USERS
AVERAGE ACCOUNT SIZE $22451
YEAR FOUNDED 2015
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 9A-5P PT; Email
CLEARING AGENCY Apex Clearing Corp.
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING All Taxable Accounts
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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