Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Manage your investments, loans, and spending all through a single platform. You define your financial strategy, and we take care of the automation. With a user-friendly and complimentary app, M1 handles the routine tasks, allowing you to focus on your broader financial goals. Experience an ideal balance of customization and automation while making your financial decisions. Saving on management fees means more resources for you to invest in your future. Your time is as precious as your finances, so you make the important choices, and we take care of the details. You understand that true wealth accumulation comes from consistent investing rather than short-term trading or ignored retirement funds. Our service is designed to be flexible, tailored to your needs, and highly automated. Your finances are invested intelligently in a manner that suits you, all at no cost. Enjoy a flexible credit line at an exceptionally low rate, borrowing against your investments with minimal hassle. Experience the best aspects of digital banking, seamlessly connected to your investment strategy, empowering you to make every dollar work effectively for you. This approach not only simplifies financial management but also enhances your potential for long-term growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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The Dividend Tracker
CFO Silvia
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
FirstClose
Kinfo
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PortfolioPilot
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RightCapital
Taiki
TradeZella
TradersPost
VISE

Integrations

Option Alpha
The Dividend Tracker
CFO Silvia
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
FirstClose
Kinfo
Nitrogen
Obol
PortfolioPilot
ProTracker RMD
QuickBooks Online
RightCapital
Taiki
TradeZella
TradersPost
VISE

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

M1 Finance

Founded

2015

Country

United States

Website

www.m1finance.com

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