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Head-to-head · Robo-Advisor Apps

E*TRADE Core Portfolios vs Wealthsimple Managed Investing

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score E*TRADE Core Portfolios #2 in Robo-Advisor Apps 8.8/10 From $1.50/yr ✓ 4 of 4 features Visit E*TRADE
Wealthsimple Managed Investing #5 in Robo-Advisor Apps 7.3/10 Paid ✓ 4 of 4 features Visit Wealthsimple

E*TRADE Core Portfolios leads on 0 checks, Wealthsimple Managed Investing on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreE*TRADE Core Portfolios · 8.8/10

E*TRADE Core Portfolios scores higher on our rubric for robo-advisor apps: 8.8 against 7.3 out of 10; our editors rank them #2 and #5.

On human advisor access, Wealthsimple Managed Investing gives you Optional where E*TRADE Core Portfolios offers None.

E*TRADE Core Portfolios is the better fit for investors seeking rebalancing and taxable-account tax tools. Wealthsimple Managed Investing is the better fit for canadian investors wanting managed portfolios and tax.

  • E*TRADE Core Portfolios fits best

    Investors seeking rebalancing and taxable-account tax tools

  • Wealthsimple Managed Investing fits best

    Canadian investors wanting managed portfolios and tax

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature E*TRADE Core Portfolios 8.8/10 Visit ↗ Wealthsimple Managed Investing 7.3/10 Visit ↗
At a glance
Editor score 8.8 7.3
Ranking #2 in Robo-Advisor Apps #5 in Robo-Advisor Apps
Best for Investors seeking rebalancing and taxable-account tax tools Canadian investors wanting managed portfolios and tax
Pricing model Paid Paid
Starting price $1.5/yr Not published
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Phone, Docs Email, Phone, Live chat, Docs
Built for Solo, Small business, Mid-market Solo, Small business, Mid-market
Features E*TRADE Core Portfolios 4/4 · Wealthsimple Managed Investing 4/4
Tax-loss harvesting ✓ ✓
Goal-based portfolios ✓ ✓
Retirement accounts ✓ ✓
Socially responsible option ✓ ✓
Specs
Minimum investment 500 $ Not published
Human advisor access None Optional
Portfolio customization Limited Limited
Our review
Pros
  • Daily monitoring and automatic rebalancing help maintain portfolio allocations.
  • Tax-loss harvesting is available for enrolled active taxable accounts.
  • SRI/ESG and smart-beta ETF options add limited portfolio customization.
  • Automated management, rebalancing, dividend reinvestment, and recurring deposits
  • Supports TFSA, RRSP, RESP, RRIF, LIRA, and other account options
  • Tax-loss harvesting available for Premium and Generation clients
Cons
  • A $500 minimum investment may put the service out of reach for some investors.
  • The 0.30% annual advisory fee is separate from underlying ETF expenses.
  • The program does not offer access to a human advisor.
  • No free plan; the published starting management fee is 0.5% annually
  • Portfolio customization is limited compared with self-directed investing
  • ETF expenses, currency-conversion fees, and separate advisor asset minimums may apply
Our verdict

E*TRADE Core Portfolios is an automated investment advisory program that recommends a diversified ETF portfolio from a questionnaire about goals, time horizon, and risk tolerance. It is aimed at investors who want a managed portfolio and…

Read the review →

Wealthsimple Managed Investing provides professionally managed portfolios for Canadian investors who want investment decisions aligned with their goals, financial circumstances, timeline, and risk comfort. The service handles asset…

Read the review →
  1. E*TRADE Core PortfoliosRobo-Advisor Apps 8.8From $1.50/yr
  2. Wealthsimple Managed InvestingRobo-Advisor Apps 7.3Paid

Strengths and trade-offs

  • E*TRADE Core Portfolios — where it wins

    • Daily monitoring and automatic rebalancing help maintain portfolio allocations.
    • Tax-loss harvesting is available for enrolled active taxable accounts.
    • SRI/ESG and smart-beta ETF options add limited portfolio customization.

    Where it doesn't

    • A $500 minimum investment may put the service out of reach for some investors.
    • The 0.30% annual advisory fee is separate from underlying ETF expenses.
    • The program does not offer access to a human advisor.

  • Wealthsimple Managed Investing — where it wins

    • Automated management, rebalancing, dividend reinvestment, and recurring deposits
    • Supports TFSA, RRSP, RESP, RRIF, LIRA, and other account options
    • Tax-loss harvesting available for Premium and Generation clients

    Where it doesn't

    • No free plan; the published starting management fee is 0.5% annually
    • Portfolio customization is limited compared with self-directed investing
    • ETF expenses, currency-conversion fees, and separate advisor asset minimums may apply
  • E*TRADE Core Portfolios8.8/10 · From $1.50/yr

    A managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.

    Visit E*TRADEFull verdict →
  • Wealthsimple Managed Investing7.3/10 · Paid

    Managed Canadian portfolios with automated rebalancing, tax features, and registered accounts.

    Visit WealthsimpleFull verdict →

More comparisons

All Robo-Advisor apps comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update