SigFig Wealth Management 4+

Intelligent investment for all

SigFig

Designed for iPad

    • 4.5 • 2.3K Ratings
    • Free

Screenshots

Description

Intelligent investment portfolios and personalized investment guidance, with access to licensed advisors. Low fees, so you have more to invest.

Everyone is unique. Your investment plan should be too. With SigFig, it’s easy to build a personalized plan that takes into account your needs, timeline, and tolerance for risk. Managed for a fraction of the cost of traditional advisors, it’s designed to help keep you on course toward a more secure future.

• Keep more of your money
Pay only a simple fee of 0.25% per year, a fraction of the cost of traditional advisors, with no trading fees*. Sign up and get your first $10,000 managed for free.

• Optimize your returns
Benefit from continuous portfolio monitoring, tax-efficient investment strategies, dividend reinvestment, and daily monitoring and rebalancing.

• Access to licensed advisors when you need
Our team of licensed Financial Advisors is available to answer any questions you may have, help uncover additional opportunities, and keep you on track towards your financial goals.

• Manage and analyze all your accounts
See a free comprehensive overview of the health of your existing portfolios to uncover hidden fees and issues, then use the results to create a personalized investment strategy.

• Leave the hard work to us
SigFig connects with over 50 leading brokerages** such as Fidelity, Schwab, and TD Ameritrade.

• Security is our top priority
Rest easy knowing your financial information is encrypted and protected using bank-level security. You can access your account with TouchID or a secure PIN. SigFig is an SEC registered investment advisor and a member of SIPC***.

QUESTIONS?
We are here to help whenever you need it. You can send us an email at premier-support@sigfig.com, send a message through the app or call us at 855-875-1580. Our team is available for you Monday through Friday, 9am-9pm EST.

DISCLAIMERS

*We aim to choose holdings that can be traded commission-free, but there is no guarantee that you will not incur any trading costs. You may also incur certain other standard fees and expenses billed by the third parties. Such costs may include brokerage commissions, account opening fees, transaction fees and others.

**Brokerages we sync with: Fidelity, Scottrade, Etrade, Schwab, TD Ameritrade, Vanguard, Sharebuilder, Merrill Lynch, T. Rowe Price, USAA, Wells Fargo, Edward Jones, Morgan Stanley and many more.

***SIPC membership means that your securities are protected up to $500,000, including $250,000 fo claims in case. More information is available upon request or at www.sipc.org.

What’s New

Version 6.3.1

Bug fixes

Ratings and Reviews

4.5 out of 5
2.3K Ratings

2.3K Ratings

Whosailsme ,

Great Investment Company

I have two robo advisors. I was investing with SigFig to compare one with the other and had about the same amount of money in each. And, about the same proportions of stocks and bond funds. I am finding that SigFig rises more on “stock up” days and loses less on the heart dropping days. Both robots are highly acclaimed.

The fact that I have access to an advisor is important to me because I was not sure what to do with the money I wanted to invest. More stock funds? More bond funds? What to do? They were there for me.

I have to say though that I had been watching my investments on their site for a few years before taking the leap. They are also highly rated on “Backend Benchmarking”.

tackhead5 ,

Fake reviews?

Who are all these people writing glowing reviews? I’ve used this app for the past 5+ years, and it’s current incarnation is pathetic. The portfolio tracker used to work fine with the occasional hiccup, but for more than two years it’s been one major glitch after another, many of which have never been fixed. Off the top of my head, here are a few things that still need to be addressed: - Regularly loses sync with various brokerages, and it often takes them more than a week to fix it. Schwab is the latest, two weeks and counting… - % change in portfolio is way off. Currently the dollar amounts match pretty closely with my brokerage, but the YTD change is 28.7% vs. 9.8%. Other date ranges are also off - No basic data on stocks, such as EPS, Yield, Trading Range - Latest “News” for stocks is from 2020; no news at all for many, many stocks. - Random stocks will sometimes simply have no data at all - Often the App and Widget show different data I’ve reported these and many other issues repeatedly and have only ever gotten the same canned response (sometimes after years): “Our internal team has also noticed this issue and we are currently working to resolve this issue. We’ll get back to you as soon as we have any updates. Unfortunately, we cannot provide an ETA on a resolution at this time. I appreciate your patience as we work through this issue.” I have never once received notice letting me know that they have resolved an issue.

Otete ,

Best app so far, but could be better

First off, I love the SigFig app. The interface is clean and readable, and I like ability to quickly jump between "movers" and overall holdings. I like that I can enter positions manually, too, although that won’t appeal to everyone. It's the one investing app I use all the time, and I've tried Yahoo Finance, StockTracker & several others.

However, I would love a better way to organize news items about stocks & funds. Right now it's a big jumbled list, ordered by date. Instead, it would be great to allow the user to tag different news sources, for example, so i can choose to have a feature article in the WSJ, for example, persist longer in my article queue than a Seeking Alpha post. Could also have an alphabetical slider by source along one side of screen. I tend to glaze over when I see my article queue, and I don't check it every day, so I'm sure I'm missing good stuff about my holdings.

App Privacy

The developer, SigFig, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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