|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).|