Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

SigFig democratizes high-quality investment guidance, making it affordable for investors across all financial backgrounds. By leveraging a blend of cutting-edge design, data analytics, and technology, SigFig equips investors with the necessary insights and support to reach their individual financial aspirations. Our alliances with leading global financial institutions reflect our commitment to innovation and excellence. Additionally, SigFig streamlines the process for clients to receive investment advice while enabling advisors to deliver it through advanced digital experiences. We are at the forefront of transforming banking through our comprehensive digital investment advisory services available on web platforms, mobile devices, and in-branch interactions. Experience the advantages of building a smart, tax-efficient, and diversified portfolio at a significantly lower cost compared to conventional advisors. Take the time to evaluate if excessive fees, skewed allocations, and lack of diversification could be negatively impacting your investment returns. Plus, our user-friendly platform offers tools that simplify tracking and managing your investment portfolio effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
Atlas Trade AI Yes 
Caddi Yes 
Claritus Yes 
Clockwork Yes 
Financial Tech Wiz Trading Journal Yes 
Jorg AI Yes 
Moneytree Yes 
Nitrogen Yes 
Obol Yes 
PinkLion Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
R0Y Yes 
SmartOffice Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradersPost Yes 
TradingDiary Pro Yes 
VISE Yes 

Integrations

APS Payroll No 
Atlas Trade AI No 
Caddi No 
Claritus No 
Clockwork No 
Financial Tech Wiz Trading Journal No 
Jorg AI No 
Moneytree No 
Nitrogen No 
Obol No 
PinkLion No 
PremiumGuardHQ No 
ProTracker Advantage No 
R0Y No 
SmartOffice No 
Taiki No 
The Dividend Tracker No 
TradersPost No 
TradingDiary Pro No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

0.25% per year
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

SigFig

Founded

2007

Country

United States

Website

www.sigfig.com/site/#/home/am

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