OpenInvest is smarter investing, online and easier than ever. We’re a robo advisor, an online and mobile platform for managing your investments. Skip the bank, the high fees and the lack of clarity. See exactly what you’re invested in and whether you’re on track to meet your long-term financial goals.
What makes OpenInvest different is that we incorporate the causes you care about into your investments. Whether you want to support women in the workplace, stop gun violence, or slow climate change, OpenInvest can help you put your money where your morals are.
It’s simple. Check a few boxes, tell us your financial goals, and we’ll create a completely custom portfolio, just for you. You can change your investments any time, and our proprietary proxy vote technology will give you a say in the companies you own. Whether you’ve never invested before or you’re an old hand, OpenInvest is the next step in making your finances a force for good.
OpenInvest can hold individual or joint accounts, standard investment accounts, and traditional, Roth and SEP IRAs. Not sure if OpenInvest right for you yet? Create a sample portfolio based on your causes – no need to give us any personal information until you’re confident.
|OpenInvest||Betterment||Vanguard Funds||Socially Responsible Mutual Funds||Socially Responsible ETFs|
|Additional and/or Hidden Fees Fees
|Total Annual Fees, Including Everything||0.50%||~0.40-.65%, depending on package||0.05-1.10%||Varies. Average is 1.08%||Varies. Average is 0.49%|
|Tax Loss Harvesting Optimized at the Individual Equities Level
|Minimum Investment Amount||$3,000||No||Varies||$500 – $2,000,000||Varies|
|Total Portfolio Advisory and Optimization
|Easy Transparency Into What You Own||Yes||No (Click here to see what’s hiding in a Betterment Portfolio)||No||No||No
|Socially & Environmentally Responsible Options||Yes||No||Yes/Limited||Yes||Yes|
|Tailored to Your Unique Values||Yes||No||No||No||No|
|Make Changes Any Time, Including Divest-Invest from Companies Based on Their Behavior
|See Actions Trending Among Others Who Share Your Values||Yes||No||No||No||No|
|See Your Impact||Yes
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