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Rating
8
Commission & Fees
7
Customer Service
8.5
Ease of Use
8.5
Tools & Resources
8
Investment Options
8
Asset Allocation
8
Suitable for:
  • Novice investor
  • Intermediate investors
  • Gen X
  • Human advice
  • Low barriers
Short description:

Wealthsimple is a modern service offering the option of automatic and responsible investment. In addition to robotic assistance, clients can count on the help of real consultants. The service offers a wide range of functions and successfully competes in the market of robo advisors.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $0
Management fee 0.5%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE 0.50%/year ($0 to $100k ); 0.40%/year ($100k)
ASSETS UNDER MANAGEMENT > $19 Mln
NUMBER OF USERS > 65000
AVERAGE ACCOUNT SIZE $5517
YEAR FOUNDED 2014
PROMOTIONS Up to $100 Bonus
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS human assisted
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Apple Watch, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 9A-5:30P ET; Email
CLEARING AGENCY Up to $100 Bonus
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

Portfolio


 

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