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SigFig

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description SigFig Overview

SigFig is a robo-advisor that excels at portfolio tracking and management. It allows you to link your existing brokerage accounts to get a comprehensive view of your investments, and then offers an automated management service for those accounts. It is a great choice for investors who have multiple accounts and want to consolidate their view and automate their management. While it doesn't have the same level of advanced features as some of the top-tier robo-advisors, its tracking and consolidation capabilities are excellent for those with complex financial lives.

help SigFig FAQ

Can SigFig track investments held at other brokerages?

Yes. SigFig lets you link outside accounts for a combined view and says it can manage eligible Fidelity or Charles Schwab accounts without requiring you to move the money. The exact custody and eligibility depend on account type. [SigFig](https://sigfig.com/site/)

What does SigFig charge for managed investing?

SigFig's current consumer page says the first $10,000 managed is free, then the annual management fee is 0.25% on the balance above that, with an account opening minimum of $2,000. Fees and eligibility can change, so confirm the live disclosure before investing. [SigFig pricing](https://sigfig.com/site/)

What does SigFig do after it analyzes my portfolio?

Its service describes automated diversification, rebalancing when allocations drift, dividend reinvestment, and tax-reduction tools, while the app provides portfolio monitoring. These features are investment management, not a guarantee of returns or protection from market losses. [SigFig services](https://sigfig.com/site/)

Is SigFig a bank, a broker, or an investment adviser?

SigFig Wealth Management, LLC provides the advisory service as an SEC-registered investment adviser, while custodial services may be provided by broker-dealers. Nvest operates the website and app, so those roles should not be treated as the same legal entity. [SigFig disclosures](https://sigfig.com/site/)

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