General Disclosures

SigFig -

  • No guarantee or representation is made that our investment advice will be 100% successful. Our advice relies on historical data, and past performance is never a guarantee of future returns.
  • Our advice relies on data provided by your brokerage, which may be incomplete, inaccurate, or misinterpreted. Your advice is based upon your existing investment portfolio and transaction history. Consider your individual circumstances, risk tolerance and needs prior to following our advice.
  • Certain transactions give rise to substantial risk and are not suitable for all investors. You should not enter into any transaction unless you fully understand the risks and have independently determined that such transactions are appropriate for your needs.
  • Our advice is generated via automated software. We test this software extensively and repeatedly to ensure its accuracy. However, undetected bugs may exist in the software (or be introduced unintentionally in the future) that result in flawed advice.
  • Our advice is based only on the accounts you have synced with us.
  • If your account sync stops working, we base your advice on the last available data we have for you, which may be out of date. For up to date advice, ensure your brokerage accounts are syncing correctly.
  • Brokerage savings estimates are specific to the listed fee types and do not account for other kinds of fees.
  • We do not consider the tax implications of our advice. Please consult your tax advisor.


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