Wealthsimple Individual Savings Account

by Wealthsimple
Wealthsimple offers individual savings accounts in their automatic investing platform with no trading, account transfer, or rebalancing fees. There is a zero account minimum and investment management fees start at 0.40% on the assets under management. Portfolios consist of diversified selection of low-cost exchange-traded funds (ETFs) and individual stocks. All customers will have access to human advisors, automatic rebalancing, tax-strategies, and socially responsible investment options.
Account Minimum
0 GBP
Tax Loss Harvesting
Yes
Platform
mobile and desktop
Cash Management Account
Yes
Human Advisor Available
Yes
Financial Planning Tools
Yes
Minimum Fee
0.4%
Maximum Fee
0.5%
Investment Vehicles
ETFs and Stocks
Investment Expense Ratio Minimum
0.09%
Socially Responsible Investing
Yes
Investment Expense Ratio Maximum
0.12%
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Vendor
Wealthsimple
Related products
Product category
Savings & Investing
Curated by
Alex Beck