WealthSimple vs Betterment
Learn More | Learn More | |
WealthSimple | Betterment | |
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Wealthsimple Cash Account - | Compare Pricing - | |
Benefits and Features | ||
Savings |
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Annual Fee | 0.5% for accounts up to $100k; 0.4% for accounts over $100k |
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Minimum Deposit | ||
Checking | ||
Phone Support | Yes - M-Th 9a-8p ET; Fri 9a-5:30p ET | |
Live Chat Support | ||
Email Support | ||
Human Advisors | ||
Robo Advisor | ||
Assets Under Management | ||
Minimum Investment | ||
Tax Loss Harvesting | Available for accounts over $100,000 | |
Goal Tracker | ||
Automatic Deposits | ||
Online Platform | ||
iPhone App | ||
Android App | ||
Banking | Offers checking account with a free debit card, and a high-yield cash account | |
Mobile App | ||
Single Stock Diversification | ||
Fractional Shares | ||
Taxable Accounts | ||
401k Plans | ||
IRA Accounts | ||
Roth IRA Accounts | ||
SEP IRA Accounts | ||
Trust Accounts | ||
529 Plans | ||
CreditDonkey® Reviews | ||
Annual Fee | ||
Minimum Deposit | ||
Human Advisors | ||
Customer Service | ||
Pros & Cons | Pros:
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Bottom Line | Great robo-advisor for beginners with low fees, good tools, and tax strategies... | |
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Betterment: Pricing information from published website as of 04/04/2018 |