Overall
4.5 NerdWallet rating
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