SigFig Wealth Management
SigFig Wealth Management: Free portfolio tracking, with managed investing that starts at a $2,000 minimum. Ranked #9 of 24 in Robo-Advisor Apps by our editors (6.7/10); pricing: Free plan; best for investors wanting tracking and managed investing.
At a glance
- Editor score6.7 / 10
- PricingFree plan
- Best forInvestors wanting tracking and managed investing
- Free planYes
- Minimum investment2000 $
- Founded2011
- Facts checked29 Sep 2026
Where it wins
- Free portfolio monitoring and analysis
- Automated recommendations, monitoring and rebalancing
- Tax-loss harvesting and advisor appointments
Where it doesn't
- Managed accounts require at least $2,000
- Portfolio customization is limited
- Managed-account pricing is not clearly stated
Our verdict on SigFig Wealth Management
SigFig Wealth Management combines a free portfolio tracker with discretionary, algorithm-driven investment management for individuals. It is aimed at investors who want to monitor brokerage holdings in one place or have a portfolio managed according to a risk profile. The service supports individual, joint, trust and IRA accounts, uses diversified ETF-based portfolios, and is available on web, iOS and Android. Investors can also schedule appointments with investment advisors, making it relevant to people who want an automated approach with a route to human advice.
The free Portfolio Tracker provides portfolio monitoring and analysis and can link external brokerage accounts, including Fidelity and Charles Schwab. Managed accounts add automated recommendations, daily monitoring and rebalancing when needed, dividend reinvestment, and tax-loss harvesting in eligible accounts. The vendor also describes management of certain existing Fidelity or Schwab accounts. This mix suits investors who value aggregation and ongoing portfolio management; those seeking extensive portfolio customization may find the approach restrictive.
According to the published plan details, managed-account assets under $10,000 are free once the $2,000 minimum investment is met, and no commission, transaction or trading fees are stated. The overall fee schedule is not clear enough here to compare costs beyond those terms, so prospective clients should verify current account availability and fees before proceeding. SigFig is a better fit for investors comfortable with a minimum investment and ETF-based management than for those who want only a free tracker, a fully bespoke portfolio, or a service with clearly specified pricing across account sizes.
SigFig Wealth Management pricing
All 2 SigFig Wealth Management plans and prices →
SigFig Wealth Management fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Minimum investment | 2000 $ |
| Tax-loss harvesting | Yes |
| Human advisor access | Included |
| Goal-based portfolios | Yes |
| Retirement accounts | Yes |
| Socially responsible option | Not verified |
| Portfolio customization | Limited |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Phone |
| Built for | Solo (editorial estimate) |
| Integrations | 2 integrations: Fidelity, Charles Schwab |
| Pricing | Free plan (source) |
| Website | sigfig.com |
| Facts checked | 29 Sep 2026 |
SigFig Wealth Management integrations
SigFig Wealth Management lists 2 integrations on its own site.
- Fidelity
- Charles Schwab
Alternatives to SigFig Wealth Management
- WealthfrontAutomates investing and rebalancing, with customization and tax-loss harvesting for eligible accounts.9.4
- E*TRADE Core PortfoliosA managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.8.8
- Questwealth PortfoliosManaged, actively overseen ETF portfolios with a $250 starting minimum.8.1
See all SigFig Wealth Management alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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