| Overall |
|
Account minimum
| $100 one time to open, or a $20 recurring deposit |
Account management fee
| Free to all customers through 2019 |
Investment expense ratios
| ETF expense ratios have a weighted average of 0.085% |
Account fees (annual, transfer, closing)
| None |
Portfolio mix
| ETFs from more than 20 asset classes |
Accounts supported
| - Individual and joint non-retirement accounts.
- Roth, traditional, SEP and rollover IRAs.
|
Tax strategy
| Plans to launch tax-loss harvesting in 2019 at no cost to investors |
Automatic rebalancing
| Free on all accounts at least quarterly |
Human advisor option
| Free, unlimited access to certified financial planners |
Tools
| Free portfolio and wealth forecasting tools |
Customer support options (includes website transparency)
| Phone support Monday-Thursday 7 a.m. to midnight Eastern; Friday-Sunday 7 a.m. to 8 p.m. Eastern
|
Promotion
| Free career coaching, events and discounts on SoFi loans for recurring deposits of $20 or more |
