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  2. Wealthsimple - Wikipedia

    en.wikipedia.org/wiki/Wealthsimple

    Wealthsimple Cash is a peer-to-peer cash transfer platform. [26] In April 2018, the company began offering Smart Savings (later known as Wealthsimple Save), a savings account with a 1.7% interest rate. [35] [36] In July 2022, the site promoted the rate at 1.0%. [37]

  3. Free Tax Filing Is Possible with These 8 Handy Tools

    www.aol.com/free-tax-filing-possible-8-150000386...

    Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. Mail. ... Don’t dive in — or pay up — until you check out these options for filing your taxes ...

  4. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    The first robo-advisor Betterment was launched in 2010 as a direct-to-consumer model by Jon Stein. [8] Thereafter, robo-advisors increased in popularity. [9] Before robo-advisers, online portfolio management interfaces existed since the early 2000s and these interfaces were used by financial managers to manage and balance clients' assets.

  5. Wrap account - Wikipedia

    en.wikipedia.org/wiki/Wrap_account

    A wrap account (also known as wrap service or tax wrapper) is a means of consolidating and managing an investor's investment portfolio and financial plans. Wrap-fee services are offered by many financial institutions. Often, wrap services are offered for a fee or a series of charges.

  6. Talk:Wealthsimple - Wikipedia

    en.wikipedia.org/wiki/Talk:Wealthsimple

    Canada portal; This article is within the scope of WikiProject Canada, a collaborative effort to improve the coverage of Canada on Wikipedia. If you would like to participate, please visit the project page, where you can join the discussion and see a list of open tasks.

  7. Betterment (company) - Wikipedia

    en.wikipedia.org/wiki/Betterment_(company)

    Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2]The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority.

  8. TD Waterhouse - Wikipedia

    en.wikipedia.org/wiki/TD_Waterhouse

    TD Waterhouse Canada Inc. is a Canadian financial services corporation headquartered in Toronto, Ontario.It is a wholly owned subsidiary of Toronto-Dominion Bank.The company does business through several divisions, namely TD Direct Investing, TD Wealth Financial Planning, and TD Wealth Private Investment Advice. [1]

  9. HSBC InvestDirect - Wikipedia

    en.wikipedia.org/wiki/HSBC_InvestDirect

    HSBC InvestDirect is the retail electronic trading platform by HSBC Securities, for DIY Investors.HSBC InvestDirect is intended for those who understand the loss of capital investment risks involved in trading in the capital markets, since no portfolio management advice is provided as part of the service.

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