First, Wealthsimple offers socially responsible investment portfolios for customers who want to feel good about where their money is invested. It also offers transparency when it comes to pricing, which is a great feature.
It also is one of the highest-rated robo advisors when it comes to actual investment practices. You can sign up for Wealthsimple here. Neither account is charged trading, account transfer or rebalancing fees.
Wealthsimple charges only an investment management fee, though managers of the funds you invest in will likely charge a fee that annualizes to about 0. Customer service is available by phone, Monday through Friday from 8 a. Eastern Standard Time, and by email.
It not only takes a super-simple approach to investment, but it also allows you to invest in companies that are doing good for the internet investment. It is run by Pacific Life Insurance Company, so it has a long history in the financial world, which internet investment always good for piece of mind. Swell Investing Review Best for: Investors wanting to do good.
Swell Investing takes a different approach to investing, gearing its portfolio offerings toward stocks that could potentially create positive change for the world. Investors who have a small amount of investment money and have an interest in combining social missions with their investment choices may find Swell Investing worth a serious look.
Swell buys and sell stocks on your behalf, based on a survey to determine which impact investing portfolio theme most interests you and using automated investing that has a base in fiduciary standards Swell must act in your best interest.