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Rating
7.75
Commission & Fees
9.5
Customer Service
7.5
Ease of Use
7
Tools & Resources
6.5
Investment Options
8
Asset Allocation
8
Suitable for:
  • Novice investor
  • Gen X
  • Individual Retirement Account
  • Low barriers
Short description:

WiseBanyan is a completely free service for the basic needs of investors. Robo Consultant
offers a low deposit limit and a fully automatic distribution and rebalancing of portfolios.
However, users need a premium account to open an IRA. The service is very friendly to
beginners and offers a step by step guide..

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All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $10
Management fee 0%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE Free
ASSETS UNDER MANAGEMENT > $150 Mln
NUMBER OF USERS > 24000
AVERAGE ACCOUNT SIZE
YEAR FOUNDED 2013
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Apple Watch, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 8A-4P PT; Email
CLEARING AGENCY
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
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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