Wealthsimple

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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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.

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Maximum Fee
0.5%

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Wealthsimple offers an 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.

Visit website
Platform
mobile and desktop

View moreView less

Wealthsimple offers junior 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.

Visit website