SigFig Wealth Management 6.3.1

With SigFig, you can benefit from intelligent investment portfolios and personalized investment guidance, all while having access to licensed advisors. The platform offers low fees, allowing you to maximize the amount you have to invest.

When it comes to investing, everyone has unique needs. SigFig understands this and provides a user-friendly platform where you can easily build a personalized investment plan that considers your individual requirements, timeline, and risk tolerance. Managed at a fraction of the cost of traditional advisors, SigFig aims to help you achieve a more secure future.

• Keep more of your money: Pay a simple fee of 0.25% per year, which is significantly lower than what traditional advisors charge. There are no trading fees*, and when you sign up, your first $10,000 is 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: The team of licensed Financial Advisors at SigFig is available to answer any questions, help you uncover additional opportunities, and keep you on track toward your financial goals.
• Manage and analyze all your accounts: SigFig provides a comprehensive overview of the health of your existing portfolios for free. This helps you identify hidden fees and issues so that you can create a personalized investment strategy.
• Leave the hard work to us: Connect with more than 50 leading brokerages**, such as Fidelity, Schwab, and TD Ameritrade, through the SigFig platform.
• Security is our top priority: Rest easy knowing that your financial information is encrypted and protected with 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***.

If you have any questions, SigFig's dedicated support team is available to assist you. You can reach out via email at [email protected], send a message through the app, or call 855-875-1580. Support is available Monday through Friday, 9am-9pm EST.

DISCLAIMERS:

1. *While SigFig aims to choose holdings that can be traded commission-free, there is no guarantee that you will not incur any trading costs. You may also be subject to other standard fees and expenses charged by third parties, including brokerage commissions, account opening fees, transaction fees, and more.
2. **SigFig syncs with numerous brokerages including Fidelity, Scottrade, Etrade, Schwab, TD Ameritrade, Vanguard, Sharebuilder, Merrill Lynch, T. Rowe Price, USAA, Wells Fargo, Edward Jones, Morgan Stanley, and many more.
3. ***SIPC membership ensures your securities are protected up to $500,000, including $250,000 for claims in case of a member's failure. Additional information is available upon request or at www.sipc.org.