Blooom Promotions

Highlights

Annual Fee

Analysis is free
$45/year for Essentials Plan
$120/year for Standard Plan
$250/year for Unlimited Plan

Minimum Deposit
$0

Phone Support
No

Live Chat Support
Yes

Email Support
Yes

Human Advisors
Yes

Assets Under Management
$4 Billion

Tax Loss Harvesting
No

Goal Tracker
Yes

Automatic Deposits
No

Online Platform
Yes

iPhone App
No

Android App
No

Single Stock Diversification
No

Fractional Shares
No

Taxable Accounts
No

401k Plans
Yes

IRA Accounts
Yes - from Fidelity and Vanguard

Roth IRA Accounts
Yes - from Fidelity and Vanguard

SEP IRA Accounts
Yes - from Fidelity and Vanguard

Trust Accounts
No

529 Plans
No

Pricing information from published website as of 10/28/2020

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