“The data-driven financial planner of your dreams.” - TechCrunch
“The most advanced portfolio manager online.” - BARRON's
“A new threat to the financial industry’s status quo.” - The Street
• Track your investments for free:
SigFig automatically pulls your investment accounts into a single dashboard — giving you a real-time view of every stock, mutual fund, ETF, and option you own across your web, mobile, and tablet devices.
• Or, optimize your returns with automated investing:
SigFig optimizes your portfolios and monitors them daily to keep them on track with automatic rebalancing, dividend reinvestment, and tax efficient strategies.
• Keep more of your money:
Pay a fraction of the cost of traditional financial advisor with a simple fee of 0.25% per year with no trading fees. Sign up and get your first 10K managed for free!
• Achieve your financial goals:
Connect with a financial advisor who will give you expert advice and help develop a personalized financial plan. Our investment team has decades of experience successfully managing billions of dollars.
• Peace of mind:
We’ve integrated with Fidelity, Schwab, and TD Ameritrade, so you can keep your money where it is. We also use the same level of security that your bank uses to safeguard your financial information.
* 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.
** SigFig does not support brokerage accounts outside the United States at this time
*** You can sign up for a SigFig managed account from a mobile phone or through our website at sigfig.com.
– View cost basis using the new combined accounts option.
– Minor enhancements and bug fixes.
As a Vanguard investor, you can use the app to do the following (some features may not be available for employer-sponsored plans):
Manage account activity
– Check your balances and review more than 10 years of detailed transaction history.
– Monitor your personal performance and review detailed cost basis information. (You can even apply a cost basis method to your mutual fund transactions.)
– View your account statements and messages.
– Review your employer-sponsored plan.
Buy & sell
– Trade mutual funds, ETFs, and stocks in retirement and nonretirement accounts.
– Use your camera to invest by check into eligible accounts. (Camera permissions required by Android apply only to the mobile check investment feature of our app. Vanguard won't access any stored images or audio on your device.)
– Transact on your employer plan: Exchange funds, update your asset mix, modify how new contributions are invested, and rebalance your account (if allowed by your plan).
– Make smart decisions with the help of a portfolio analysis tool that's driven by Vanguard's time-tested investment principles.
– Track market index trends.
– Research Vanguard mutual funds and ETFs* as well as stocks, funds, and ETFs from other companies.
– View and share news, videos, articles, research papers, and blog entries.
Financial advisors: Download "Vanguard for Advisors," our free app that's designed for you.
Don't have a Vanguard account? Tap "Open an account" on the app's home screen. You can use the app to review market performance data, read Vanguard news, and research our wide selection of mutual funds and ETFs.
**Vanguard ETF Shares can be bought and sold only through a broker (who may charge a commission) and cannot be redeemed with the issuing fund. The market price of Vanguard ETF Shares may be more or less than net asset value.**
*U.S. Patent Nos. 6,879,964; 7,337,138; 7,720,749; 7,925,573; 8,090,646; and 8,417,623.
**Visit vanguard.com or contact your broker to obtain a Vanguard ETF or fund prospectus containing investment objectives, risks, charges, expenses, and other information. Read and consider carefully before investing.**
Mutual funds and ETFs, like all investments, are subject to risk, including the possible loss of the money you invest.
Images are for illustrative purposes only.
Android is a trademark of Google Inc.
© 2015 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
App users will also receive informative videos and articles, as well as timely information on economic trends, investment ideas, and changes in the marketplace. We’ll keep you up-to-date on financial matters, and you can easily respond and explore areas of interest. Best of all, you’ll have immediate access to our services any time the need arises.
With our app, you have personal financial consulting right when you want it, anytime, anyplace. We’re here for you.
WITH DAILYFINANCE PORTFOLIO YOU CAN:
• See all your investment accounts in one place, including your 401K and IRA.
• Track your stocks, mutual funds and ETFs in real-time.
• Sync with 70+ brokerages including TD Ameritrade, Fidelity, E*Trade, and Vanguard.
• Use beautiful charts to check your performance, allocation, risk and more.
• Read market news and commentary from over 500 sources, customized to you based on your holdings.
• Compare your performance to every major index and even peers.
TRACK ALL YOUR INVESTMENTS ACROSS WEB & MOBILE
DailyFinance Portfolio automatically pulls your investments into a single dashboard, giving you a real-time view of every stock, mutual fund, ETF and option you own, online at http://www.dailyfinance.com/portfolios or on your phone through this app. DailyFinance Portfolio is complete with extra feature, like interactive charts and stock market news, which help you stay on top of your portfolio performance.
YOUR DATA STAYS SAFE & SECURE
• The app uses the same level of protection as banks - 256-bit SSL encryption.
• Your portfolio is safeguarded behind a unique PIN.
• Sensitive information (like account numbers) remains unidentifiable.
BROKERAGES WE SUPPORT*
Ameriprise Financial, Charles Schwab, Edward Jones, ETrade, Janus, Merrill Lynch, OptionsXpress, Scottrade, Sharebuilder, TD Ameritrade, Thinkorswim, T. Rowe Price, USAA, Vanguard, Wachovia, Zecco, and many more.
*Note: DailyFinance Portfolio does not support brokerage accounts outside the United States at this time.
Wikinvest's secure connection automatically imports your stock, ETF, and mutual fund holdings into one view and updates nightly so you never have to enter your trades or holdings into a portfolio management tool again.
Highlights of the app include:
* Link and aggregate multiple brokerage accounts and track your investments on the go
* Compare your performance to major indices
* Get a quick glance at today’s change in your portfolio and individual holdings
* Explore news and charts related to your portfolio
* Dive into company analyses delivered directly from Wikinvest’s 3,000+ articles
* Get partial valuation, balance sheet, and income financials
You can import holdings from over 60+ brokerages, including Fidelity, ETrade, Scottrade, TD Ameritrade, Charles Schwab, Merrill Lynch, Sharebuilder, Vanguard, T. Rowe Price, Zecco, USAA, Edward Jones, and more.
Don't see your brokerage* in the list? Let us know, and we'll be sure to add it as soon as possible. You can still use the Wikinvest Portfolio with watchlists and manually created portfolios from Wikinvest.com.
Email us at email@example.com with any feedback!
Our servers are protected by 24/7 on-site security . We use 256-bit SSL encryption (bank-level) for all of our data and none of your data is personally identifiable. Our portfolio tracker is read-only. We have been reviewed by Verisign, McAfee, TRUSTe. See also http://www.wikinvest.com/site/About_Wikinvest_Security and http://www.wikinvest.com/site/Privacy_Policy
The new portfolio-management tool from Wikinvest.com is already the most advanced of its kind" - Barron's
Other mentions by TechCrunch, Wired, VentureBeat, and more.
* Brokerage import is limited to U.S. brokerages that support OFX at this time.
**Options and fixed income products can be imported, but historical prices are not supported.
App features include:
* Top stories in financial news
* Sector coverage on Financials, Technology, Energy, Healthcare, Consumer Services, Media & Industrials
* Ticker search
* Motley Fool Money and Market Foolery podcasts
* Offline reading
* Saving and sharing via Facebook, Twitter and email
With the JAXFCU Mobile 360 app, you’re able to:
•Access Mobile Banking
•Access Mobile Check Deposit
•Apply for a loan
•Access your LPL Investments
•Find locations and more
All of this can be done from your Android phone or Android tablet! (Check back for updates!)
The Mobile 360 app is available to all JAXFCU members enrolled in Online and Mobile Banking by simply downloading the mobile app and following the enrollment process. You may need to customize your mobile settings for Online Banking from a PC by selecting Settings and Mobile Settings. Some portions of the Mobile 360 app will require you to use your current Online/Mobile Banking ID and password.
Not yet enrolled for Online/Mobile Banking? Visit www.jaxfcu.org to enroll today! Contact JAXFCU’s Contact Center at 904-475-8000, for assistance.
Our free money manager automatically prioritizes your budgets and goals, suggests routine payments to meet your savings targets, tracks your savings progress and reminds you of upcoming due dates! There's no easier way to save money on Android.
Looking for the Ad-free Donate Version? Click here: http://goo.gl/LPwys
NOW THE #1 MONEY SAVING APP ON GOOGLE PLAY!
"Love love love this.. I see my goals in real time with how much money I will need to save monthly, weekly, & daily. . It makes me feel my goals are more achievable..." - B. Gajdos
"By far, one of the friendliest apps out there. Easy to use and a perfect way to sock some money away for large or small goals without annoying bloat." - A. Griffin
MONEY MANAGEMENT FEATURES
• Set a PIN and enable the App Lock to secure your financial information!
• Quick overview shows exactly how much money to save for all goals!
• Create unlimited budgets and savings goals in over 65 different foreign currencies.
• Split your goals & bills into daily, weekly, bi-weekly and monthly required amounts.
• Highly customizable notifications remind you of your savings goals and progress.
• Create repeating payments to automatically track automatic payments from your bank account.
• Home screen widgets provide easy tracking and 1-click access to your budgets and goals.
• English, Spanish, Italian, French & German supported.
PERSONAL FINANCE USES
• Budget money for vacations, track your future property taxes, save for school tuition, etc.
• Track your personal finances such as savings, bill payments and other expenses.
• Manage your money simply, goals, bills and budgets are split into easy regular payments.
• Create budgets to pay off your credit cards, expenses, mortgage or other debts.
SAVE MONEY SAFELY
Your privacy is safe, Saving Made Simple does not require any personal information whatsoever. Our app requires no bank account information nor any connections to your financial institutions.
Rest assured, if your phone is lost or stolen your financial accounts will not be at risk!
THE NEW WAY TO SAVE MONEY
Saving money doesn't have to be complicated. Personal finance apps like Mint, EasyMoney and Money Lover, are good, but they don't focus solely on helping you save money. Saving Made Simple is unbeatable when it comes to saving money simply and stress-free.
Never worry about your personal finances again! Download the #1 personal finance and money saving app on Android now!
FREQUENTLY ASKED QUESTIONS
Q: Where are the widgets?
A: Make sure the app is not installed on the SD Card, widgets only work if the app is installed on the internal storage.
Q: The app's installed on internal storage, but widgets aren't enabled?
A: If you're using the free version, you must Share the app socially (tweet, Facebook like, Google +, etc.) with your friends before widgets are enabled. Once you share, please wait 10 seconds for the app to confirm your kind gesture.
With the Worksite Financial Solutions Mobile App, you will have access to convenient tools and resources*, in which you may be able to enroll in your employer’s plan, manage your distributions, and enroll in advice for your retirement plan investments (depending on your provider’s terms of service). You may also have access to benefits provided by your employer, including financial wellness assessments and financial education resources such as calculators, tutorials, videos and articles to help you manage every stage of your retirement planning process.
• View and manage your employer-based retirement plan account(s)
• Enroll and receive advice on investment options
• Manage your retirement plan distributions
• Access content specific to each stage of your retirement planning process
• Access financial wellness portal dedicated to help with planning and managing your financial goals
• Access library of tools and resources for financial education, including articles, online calculators, videos and tutorials
*Features vary by plan and are made accessible to plan participants on a service subscription basis determined by their provider.
PLEASE READ THIS IMPORTANT INFORMATION
LPL Financial and its family of affiliated companies are committed to protecting the confidentiality of the information furnished by our clients to us. The following members of the LPL Financial family of companies subscribe to the Privacy Notice: LPL Independent Advisor Services Group, LLC, Independent Advisors Group Corporation, LPL Insurance Associates, Inc., PTC Holdings, Inc., and The Private Trust Company. N.A.
Application system availability and response times are subject to mobile connection limitations.
Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. To the extent you are receiving investment advice from a separately registered independent investment advisor, please note that LPL Financial is not an affiliate of and makes no representation with respect to such entity.