# SigFig Wealth Management — Intelligent investment for all > Intelligent investment portfolios and personalized guidance with licensed advisors. (iPhone/iPad app by Nvest, Inc..) - Source: https://appshunter.io/ios/app/sigfig-wealth-management/id524027365 (this page in markdown: same URL + `.md`) - Developer: [Nvest, Inc.](https://appshunter.io/developer/524027368) - Category: Finance, Productivity - Price: Free - Rating: 4.47/5 from 2,429 App Store ratings · 50 written reviews indexed - Age rating: 4+ - Requires: iOS 12.1 · 75 MB - Languages: English - Released: 2012-07-02 - Data updated: 2026-06-10 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/sigfig-wealth-management/id524027365/reviews.md ## What is SigFig Wealth Management? Intelligent investment portfolios and personalized investment guidance, with access to licensed advisors. Low fees, so you have more to invest. Everyone is unique. Your investment plan should be too. With SigFig, it’s easy to build a personalized plan that takes into account your needs, timeline, and tolerance for risk. Managed for a fraction of the cost of traditional advisors, it’s designed to help keep you on course toward a more secure future. • Keep more of your money Pay only a simple fee of 0.25% per year, a fraction of the cost of traditional advisors, with no trading fees*. Sign up and get your first $10,000 managed for free. • Optimize your returns Benefit from continuous portfolio monitoring, tax-efficient investment strategies, dividend reinvestment, and daily monitoring and rebalancing. • Access to licensed advisors when you need Our team of licensed Financial Advisors is available to answer any questions you may have, help uncover additional opportunities, and keep you on track towards your financial goals. • Manage and analyze all your accounts See a free comprehensive overview of the health of your existing portfolios to uncover hidden fees and issues, then use the results to create a personalized investment strategy. • Leave the hard work to us SigFig connects with over 50 leading brokerages** such as Fidelity, Schwab, and TD Ameritrade. • Security is our top priority Rest easy knowing your financial information is encrypted and protected using bank-level security. You can access your account with TouchID or a secure PIN. SigFig is an SEC registered investment advisor and a member of SIPC***. QUESTIONS? We are here to help whenever you need it. You can send us an email at premier-support@sigfig.com, send a message through the app or call us at 855-875-1580. Our team is available for you Monday through Friday, 9am-9pm EST. DISCLAIMERS *We aim to choose holdings that can be traded commission-free, but there is no guarantee that you will not incur any trading costs. You may also incur certain other standard fees and expenses billed by the third parties. Such costs may include brokerage commissions, account opening fees, transaction fees and others. **Brokerages we sync with: Fidelity, Scottrade, Etrade, Schwab, TD Ameritrade, Vanguard, Sharebuilder, Merrill Lynch, T. Rowe Price, USAA, Wells Fargo, Edward Jones, Morgan Stanley and many more. ***SIPC membership means that your securities are protected up to $500,000, including $250,000 fo claims in case. More information is available upon request or at www.sipc.org. ## Key features - Personalized investment portfolios - Access to licensed financial advisors - Low management fees (0.25%) - Continuous portfolio monitoring - Tax-efficient investment strategies - Consolidated account management - Bank-level security ## What do users think of SigFig Wealth Management? Overall sentiment: negative **Pros** - 👍 Easy to use and track investments - 🚀 Consolidates accounts in one place - 💡 Provides investment advice and suggestions **Cons** - 🐛 Frequent connection issues and sync problems - 🐛 Inaccurate data and performance tracking - 🔍 Lack of detailed stock information and news **Commonly reported bugs** - Inability to add/edit manual portfolio holdings - Inconsistent syncing with brokerage accounts - Frequent app crashes and server errors **Most requested features** - Improved stability and reliability - More customization options - Enhanced data and analytics capabilities ## Recent user reviews (10 of 50) All indexed reviews: https://appshunter.io/ios/app/sigfig-wealth-management/id524027365/reviews.md ### 1/5 — Frustrated long time user *2022-10-30, version 6.3.1* I am a long time user of this app. I have been having connection problems with this IPhone and Ipad app. At first, it would get fixed in a day or so. Then it was “delete the app and reinstall it” to fix. Now it doesnt matter…it’s been broken for weeks now. No real answers from customer support…just platitudes over and over again. No solution time estimated…just leaving me out to dry. The vestige of the app on a web browser doesnt tell the entire story…like it’s supposed to. So, good bye. This very loyal user has had enough. ### 1/5 — Need a replacement *2022-10-24, version 6.3.1* Update: Weeks later, the app still doesn’t work. It is beyond me why anyone would actually take investment advice from a company that can’t make its basic app function. Old: I LOVED signify for tracking my investments across portfolios. It worked with minor, forgivable glitches for many years. That has changed. Regularly the app just gives an “internal server error” message and is unusable (over a week this time). Even removing and reinstalling the app doesn’t help. On top of that, the data can be wildly inaccurate - particularly when there are stock splits. For 3 months after one split it shows a NEGATIVE investment value of $80 million. I frankly don’t even understand that math that could give that kind of a result. Anyhow, when it worked, it was terrific. But I am giving up and need a replacement. ### 2/5 — Going Downhill *2022-10-04, version 6.3.1* Used to be great a few years back. Slowly they keep removing features. Removed the ability to view stock performance and stats. Removed links to related news. Most recently removed the ability to access SigFig from your iPhone. Really a shame as it was my favorite stock tracking app a few years ago. Now I’m trying personal capital per the recommendation of others. ### 5/5 — Sigfig *2022-09-04, version 6.3.1* The app is working fine for me. I read some reviews where accounts were not sinking. My investments were not listed in the inventory, but I added manually. The accounts line up with the investment accounts within my platform. ### 5/5 — I like it *2022-02-28, version 6.3.0* I like the app but one of my delisted stocks on TD Ameritrade GRPH is super high on SigFig but not reflective in my account in TD Ameritrade still delisted so I have more $$ on SigFig than in my actual trading account. If the balance was as high in TD Ameritrade as it was on SigFig I would have paid off my car in full last night 😭. Other than that I love the ease of tracking my main brokers on one app. ### 3/5 — SigFig *2021-11-04, version 6.3.0* Like the app for real time tracking of my accounts. Was very easy to use for linked and manual accounts. However stock ticker lookup for new manual account holdings hasnt worked in months on the mobile app even though its working fine on the web application. Customer service auto-responded quickly but the app is still not fixed ### 1/5 — Fake reviews? *2021-10-28, version 6.3.0* Who are all these people writing glowing reviews? I’ve used this app for the past 5+ years, and it’s current incarnation is pathetic. The portfolio tracker used to work fine with the occasional hiccup, but for more than two years it’s been one major glitch after another, many of which have never been fixed. Off the top of my head, here are a few things that still need to be addressed: - Regularly loses sync with various brokerages, and it often takes them more than a week to fix it. Schwab is the latest, two weeks and counting… - % change in portfolio is way off. Currently the dollar amounts match pretty closely with my brokerage, but the YTD change is 28.7% vs. 9.8%. Other date ranges are also off - No basic data on stocks, such as EPS, Yield, Trading Range - Latest “News” for stocks is from 2020; no news at all for many, many stocks. - Random stocks will sometimes simply have no data at all - Often the App and Widget show different data I’ve reported these and many other issues repeatedly and have only ever gotten the same canned response (sometimes after years): “Our internal team has also noticed this issue and we are currently working to resolve this issue. We’ll get back to you as soon as we have any updates. Unfortunately, we cannot provide an ETA on a resolution at this time. I appreciate your patience as we work through this issue.” I have never once received notice letting me know that they have resolved an issue. ### 3/5 — Great - when it works.... *2021-10-25, version 6.3.0* App on the I-phone continues to sporadically drop offline and not function for 7-10 days and then magically starts working again. Same function and all data on a laptop or desktop continues to work properly but the mobile app is very frustrating because you never know when it’s going to function properly on your mobile device to check your portfolio in real time - on the go. ### 5/5 — Great Investment Company *2021-09-07, version 6.3.0* I have two robo advisors. I was investing with SigFig to compare one with the other and had about the same amount of money in each. And, about the same proportions of stocks and bond funds. I am finding that SigFig rises more on “stock up” days and loses less on the heart dropping days. Both robots are highly acclaimed. The fact that I have access to an advisor is important to me because I was not sure what to do with the money I wanted to invest. More stock funds? More bond funds? What to do? They were there for me. I have to say though that I had been watching my investments on their site for a few years before taking the leap. They are also highly rated on “Backend Benchmarking”. ### 5/5 — Growth is what SigFig makes happen! *2021-08-17, version 6.3.0* I have been with Sigfig for over two years and I am very pleased with the results, they’ve done a marvelous job balancing my accounts and producing growth throughout the year and I would recommend them to anyone. Plus their fees are the lowest in the industry. The congenital staff is savvy to my needs. RAD ## Frequently asked questions about SigFig Wealth Management ### What does SigFig Wealth Management do? SigFig Wealth Management helps you build personalized investment portfolios and provides access to licensed financial advisors. It offers intelligent investment guidance, continuous portfolio monitoring, and tax-efficient strategies to help you achieve your financial goals with lower fees than traditional advisors. ### What are the key features of SigFig Wealth Management? Key features include personalized investment plans tailored to your needs, access to licensed financial advisors for guidance, low management fees (0.25% annually), continuous portfolio monitoring and rebalancing, tax-efficient strategies, and the ability to manage all your investment accounts in one place with robust security. ### How much does SigFig Wealth Management cost? The app charges a simple fee of 0.25% per year for managed investments, which is a fraction of the cost of traditional advisors. The first $10,000 managed is free. There are no trading fees associated with the service, though other standard third-party brokerage fees may apply. ### What kind of security does SigFig Wealth Management offer? Security is a top priority, with financial information encrypted and protected using bank-level security. Users can access their accounts with TouchID or a secure PIN. The company is an SEC registered investment advisor and a member of SIPC, offering protection for securities. ### Who is SigFig Wealth Management for? This app is designed for individuals who want intelligent, personalized investment management and guidance. It's suitable for those looking to optimize their investment returns, reduce fees, and gain a comprehensive overview of their financial health, with the option to consult with licensed advisors. ## Version history (last 5 releases) ### 6.3.1 — 2022-06-16 Bug fixes ### 6.3.0 — 2021-07-28 Bug fixes and stability improvements. ### 6.2.3 — 2019-12-13 Bug fixes and stability improvements. ### 6.2.2 — 2019-07-05 Bug fixes and stability improvements ### 6.2.1 — 2019-05-14 • Bug fixes and stability improvements ## Apps similar to SigFig Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [Divtracker Dividend Tracker](https://appshunter.io/ios/app/divtracker-dividend-tracker/id1476324590) | 3.7 (478) | Free | Finance | | [WorthTracker](https://appshunter.io/ios/app/worthtracker/id1517288542) | 4.8 (294) | Free | Finance | | [Morningstar Investor](https://appshunter.io/ios/app/morningstar-investor/id310716163) | 4.0 (7,012) | Free | Finance | | [The Dividend Tracker](https://appshunter.io/ios/app/the-dividend-tracker/id6443490767) | 4.5 (1,471) | Free | Finance | | [Atom Finance: Invest Smarter](https://appshunter.io/ios/app/atom-finance-invest-smarter/id1479057970) | 3.9 (730) | Free | Finance | | [Active Portfolio with Alerts](https://appshunter.io/ios/app/active-portfolio-with-alerts/id840058059) | 4.3 (5,955) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*