價格：免費
更新日期：2019-06-13
檔案大小：186.6 MB
目前版本：2.1.23
版本需求：需要 iOS 11.3 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
WiseBanyan is designed to help everyone achieve their financial goals faster. Simply tell us what you want to achieve and we’ll guide you every step of the way. The minimum starting deposit is only $1, so you can start achieving your financial goals today!
As a client, we’ll take care of all the nerdy stuff such as building and monitoring your portfolio(s) and financial plan. You can easily update your milestones, add or withdraw funds, or check in for new recommendations on what to do next – from your computer or phone. To help your money grow to its full potential (and to make your life easier), we’ve automated the daily investment tasks such as rebalancing, reinvesting dividends, and depositing. We’re like your own personal trainer, but you never have to go to the gym!
We currently offer Personal Investment Accounts, Roth IRAs, Traditional IRAs, and SEP-IRAs. You can also rollover or transfer outside accounts, including old 401(k)s and 403(b)s, to relieve yourself of the time and fees required to manage them elsewhere and see all your funds working side-by-side.
Please let us know if you have any questions – we’re here to help. Our whole team is excited to start working with you as a WiseBanyan client!
支援平台：iPhone, Apple Watch