Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Manage your investments, loans, and spending all through a single platform. You define your financial strategy, and we take care of the automation. With a user-friendly and complimentary app, M1 handles the routine tasks, allowing you to focus on your broader financial goals. Experience an ideal balance of customization and automation while making your financial decisions. Saving on management fees means more resources for you to invest in your future. Your time is as precious as your finances, so you make the important choices, and we take care of the details. You understand that true wealth accumulation comes from consistent investing rather than short-term trading or ignored retirement funds. Our service is designed to be flexible, tailored to your needs, and highly automated. Your finances are invested intelligently in a manner that suits you, all at no cost. Enjoy a flexible credit line at an exceptionally low rate, borrowing against your investments with minimal hassle. Experience the best aspects of digital banking, seamlessly connected to your investment strategy, empowering you to make every dollar work effectively for you. This approach not only simplifies financial management but also enhances your potential for long-term growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Option Alpha Yes 
The Dividend Tracker Yes 
APS Payroll Yes 
CFO Silvia Yes 
Caddi Yes 
Claritus Yes 
Crypto Backoffice Yes 
Dividend.watch Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
Medved Trader Yes 
Nitrogen Yes 
Obol Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
Provisian Yes 
Taiki Yes 
TradeZella Yes 
TradingDiary Pro Yes 

Integrations

Option Alpha Yes 
The Dividend Tracker Yes 
APS Payroll No 
CFO Silvia No 
Caddi No 
Claritus No 
Crypto Backoffice No 
Dividend.watch No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
Medved Trader No 
Nitrogen No 
Obol No 
PremiumGuardHQ No 
ProTracker Advantage No 
Provisian No 
Taiki No 
TradeZella No 
TradingDiary Pro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

M1 Finance

Founded

2015

Country

United States

Website

www.m1finance.com

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