Leave a Review SigFig Wealth Management
Used to be good
I loved this app. T consolidated all my account. Now, it’s been over 6 months since it has failed to link to bank America. I got several email saying the are working on it, but never has changed. I think they just want to sell their management service... Update, it’s been 2 years and they still claim they are working on it. Don’t waste your time as it may not cover you complete portfolio.
Update, it’s now been years and no update. Other portfolio management software works, but not them. I’d be less harsh except they said they work working on it. HmmmShow lessClifford D. Staley
Manual Portfolio
First of all I really use and enjoy this app. Currently my problem with lack of support and urgency is my main issue.
I am presently and have been going on three weeks unable to add a stock symbol to a manual portfolio. When the symbol is keyed in, it just sits there until it times out. SigFig has indicated that they are aware of this problem but do not have an estimated time when it will be corrected. I’m sure others are perhaps experiencing this same problem.
Don’t get me wrong, I really do like the app but would like to get this problem resolved as soon as possible. The sooner the better.Show lessMike S. M
Easy to use and imports other accounts
There are a lot of otherwise good stock trackers out there, but most of them require you to enter each trade manually. SigFig import the trades and cost basis from the other accounts to make things easy.khult
Love this app
Was looking for something to display my portfolio and I like the way it offers multiple views. It connected seamlessly to my brokerage account. Delighted it offered in app suggestion that I may have a too concentration in a few of my stocks. Enjoying it.BrentDoyle9
Totally unreliable - Broken for more than a month now
I’ve been using this app for 5+ years. When the app (and website) works, it’s great. Unfortunately it breaks often. I have been unable to log in on the website or app for more than a month now. Reset password, uninstall the app, restart my device - no thing helps. Customer service was no help either. This is at least the 5th time I’ve had this happen over the years (but so far the longest it’s been down). Really disappointing because I love the service when it works - this is just ridiculous though.Show lessComplete-scam
Easy way to track your portfolio value when it works
Unfortunately the app seems to be very unstable. A significant percentage of the time when you try to access it thru the app there is a server error while at the same time you can access it through the web and it’s perfectly fine. the developers need to get this fixed. When it’s working it’s a good application for tracking your portfolio.Show lessRSSand
Way better than the old version version
I like everything about it except that it is limited in the funds that it will automatically access. I have a 401(k) that is in a fund that I have to manually enter so it is counted as cash. This skews my $ and % return reported by the app. Please add PIA to the fund selections. Also occasionally requires me to reload the app to get it to workShow lessBrian Stiefel
Great app, no complaints!
Have been with a few other investment firms prior to moving over to SigFig. Have been amazed by how easy to use the app and website are. SigFig also does a great with helping me ‘in the know’ by providing regular trade confirmations, weekly account updates, widgits for iPhone, access to Financial advisors, etc.Show lessScott_Finlayson
Great app to get a snap shot of all your accounts in one place
I’d recommend this app. The one think it can improve is the apps ability to analyze data. In the app, Performance is based on what you’re account value was, say a year earlier, compared to what the value is now not taking into account contributions during that time which is very inaccurate. Also, the app crashes once in a while and I have to uninstall it and install it again.Show lessEl fuerte assassino
Return Calculation NOT Accurate
Had to delete the account, the TWR calculation was way off. Their system can’t handle margin accounts or stock splits. If you don’t have either in your account than it works great but if you do It will grossly overstate your account value. I reached out to support to get an update to see if they can fix the issue and they just gave me some generic response like we noticed the issue but can’t do anything right now.
It’s a shame that it doesn’t work because I can’t find any app that accurately tracks, portfolio performance via TWR. Don’t get me started with portfolio capital they are just as inaccurate, YouIndex is a joke.Show lessFriendly Invasion
