SigFig review
Updated October 14, 2026 · SumCue Editorial Team
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Our verdict
SigFig says it can manage an existing Fidelity or Charles Schwab account without moving the money.
Key facts
- Best for
- US investors with Fidelity or Charles Schwab accounts who want an advisor to manage existing holdings.
- Founded
- 2006↗
- Official website
- sigfig.com
Pros
Pros
- Existing Fidelity and Schwab accounts can be managed in place
- Advisor appointments and portfolio monitoring are described
Ready to try SigFig?
Who it suits
- US investors with Fidelity or Charles Schwab accounts who want an advisor to manage existing holdings.
Portfolios
SigFig says it can manage an existing Fidelity or Charles Schwab account without moving the money. It offers online appointments with a personal investment advisor and describes dividend reinvestment and monitoring for allocation drift.
How SigFig compares
Frequently asked questions
When was SigFig founded?+
SigFig was founded in 2006. (Source, checked September 26, 2026)
Sources
- en.wikipedia.org/wiki/SigFig_(company) checked September 26, 2026
Backs: Founded
“Founded | 2006 as Wikinvest”
- sigfig.com checked September 26, 2026
Backs: Markets
“SigFig Managed Portfolios built with diversified ETFs”
- bestroboadvisors.org/robo-advisor-comparison checked September 26, 2026
Backs: Minimum deposit
“Minimum Deposit | $2,000”
Compiled from 3 source pages, checked October 14, 2026. We did not open an account.
Not confirmed yet: Management fee, Minimum investment, Regulators, Investor protection.
SigFig
US investors with Fidelity or Charles Schwab accounts who want an advisor to manage existing holdings.