Partnership Disclosure We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the service free, but it never impacts the fees you’ll pay on your new account. We only win if you do, and our job is to help you simplify your retirement accounts. We also help people who already have an IRA account even though we receive no compensation in these situations—because it’s just the right thing to do!
SoFi Automated IRA vs E*Trade Core Portfolios IRA
SoFi Automated is a great option if you want A zero-fee portfolio from a digital brand with a range of other financial products like student loan refinancing and debit cards.
Consider E*Trade Core Portfolios if you want An automated portfolio with the ability to incorporate socially-conscious investments in your portfolio (ESG).
SoFi Automated IRA
Automated
| Best if you want | A zero-fee portfolio from a digital brand with a range of other financial products like student loan refinancing and debit cards. |
| Fees | 0% |
| What they invest in | All digital advisors create a diversified portfolio of ETFs (Exchange-traded funds) based on your risk tolerance and preferences. |
| Limitations | Not much ability to influence the portfolio they create for you. |
| Human advisor available? | Yes – SoFi has certified financial professionals on staff that you’ll get access to. |
| Account Minimums | $0 |
| Ease of Use | stars |
| Customer Support | Mix of online and call center. |
| Additional Info |
Compare SoFi Automated IRA to another IRA product
E*Trade Core Portfolios IRA
Automated
| Best if you want | An automated portfolio with the ability to incorporate socially-conscious investments in your portfolio (ESG). |
| Fees | 0.30% |
| What they invest in | All digital advisors create a diversified portfolio of ETFs (Exchange-traded funds) based on your risk tolerance and preferences. |
| Limitations | You’ll be allocated into one of five portfolios which is a little less customized than other automated providers. |
| Human advisor available? | While no advisor is assigned to the account, users can call to consult a specialist. |
| Account Minimums | $500 |
| Ease of Use | stars |
| Customer Support | Mix of online and call center. |
| Additional Info |
Compare E*Trade Core Portfolios IRA to another IRA product
Ready to take control of your assets?
Capitalize helps you consolidate your old 401(k)s by rolling them into an IRA of your choosing. Use an existing IRA if you have one, or we’ll help you open one if you don’t.