Overall
4.5 NerdWallet rating
Account minimum
$0
Account management fee
0.5% for balances $99,999 and less.
0.4% on balances above $100,000.
Investment expense ratios
0.09% - 0.12% on standard portfolios.
0.25% on SRI portfolios.
Account fees
$0 annual, transfer, closing fee.
Portfolio mix
Between 6-10 ETFs covering up to 10 asset classes; around 50 individual stocks for halal portfolios.
Accounts supported

Taxable personal/joint accounts, IRAs (traditional, Roth, SEP), trust and custodial (UTMA and UGMA).
Tax strategy
Free tax-loss harvesting for Wealthsimple Black customers; free for Wealthsimple Basic customers by request.
Automatic rebalancing
Free on an as-needed basis.
Human advisor option
All customers can schedule a financial planning session with a certified financial planner.
Tools
Free Portfolio Review.
Customer support options (includes website transparency)
Phone or email Monday-Thursday 9 a.m.-8 p.m., Friday 9 a.m. - 5:30 p.m. Eastern time.
Promotion

First $10,000 managed free for one year for NerdWallet readers (new clients only).