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Home Investing

Best Robo-Advisor Bonuses, Promotions of June 2025

Tony Jay by Tony Jay
June 3, 2025 10:24 am CDT
in Investing
5
Interactive Brokers Logo Click here to see why Interactive Brokers is the #1 brokerage for serious investors!

Explore the best robo-advisor bonuses, promotions and offers to maximize your investments. Discover how sophisticated algorithms can tailor the perfect portfolio for you. Check out our guide for the best robo-advisor bonuses available now.

In the digital age, investing has become more accessible than ever, thanks to the advent of robo-advisors. These automated platforms use advanced algorithms to analyze your financial situation and investment goals, crafting a personalized portfolio that aligns with your needs. With the growing popularity of robo-advisors, many platforms now offer enticing bonuses and promotions to attract new users.

Find the best robo-advisor sign up bonuses, promotions and offers here.

READ MORE: SEE THIS PAGE FOR UPDATED INVESTING PROMOS

Want to get in on the robo-game? Check out our breakdown of the best robo-advisors on the market below.

Article Contents

All About Robo-Advisors For Automated Investing

A robo-advisor automatically selects a good investment portfolio to fit your finance needs and realistic wishes. It’s the middle option between doing it yourself and hiring a human financial advisor.

Once your funds are invested, the automated advisor makes changes to your investments when it sees fit and aligns your portfolio back to a target allocation for you. Many will purchase exchange-traded funds on your behalf.

All you have to do is tell your robo-advisor your financial goals and how much risk you’re willing to take. Then, sit back and let your money go to work with minimal thought and effort.

READ MORE: SEE THIS BIG CASH INVESTING PROMO FROM J.P. MORGAN

Why Consider A Robo-Advisor?

Using a robo-advisor is not free, but it sure costs much less than hiring a human financial advisor. Robo-advisors will also perform difficult tasks like tax optimization and portfolio re-balancing automatically, which means higher net returns for you.

A robo-advisor is a good fit if you prefer to have very little involvement in your investments and like the idea of someone else doing all the leg work. It’s a great option if you don’t have quite enough assets to hire a human financial advisor and if you have a simple financial profile that doesn’t require the expertise of a human financial advisor.

READ MORE: IF YOU’RE LOOKING FOR GREAT INVESTING INSIGHTS, SEE THIS OFFER

Factors To Consider

  • Management fee. Paid annually, this fee is usually a percentage of your assets with your robo-advisor. If your annual return is 7% and your management fee is 0.25%, your gross return that year will be 6.75%. Most often, this fee is deducted from your account balance.
  • Expense ratio. Like management fees, except they’re not paid to the robo-advisor. Rather, this amount goes towards the investments your robo-advisor utilizes, like mutual funds, index funds and exchange-traded funds (ETFs), to cover their costs.
  • Account types. Generally speaking, investments fall under two categories:
    • Retirement accounts include IRAs and 401(k)s and have tax advantages for your contributions. However there are contribution limits and stiff distribution rules.
    • Nonretirement accounts AKA taxable accounts have no contribution limits or distribution rules.
  • Investments. Most fall under two categories:
    • An index fund is a type of mutual fund with a portfolio built to match or track the parts of a market index, such as the S&P 500. These index mutual funds provide broad market exposure and low operating expenses.
    • An ETF, or exchange-traded fund, tracks an index, bonds, a commodity or a group of assets like an index fund. ETFs differ in that they trade like a common stock on a stock exchange, and will have price changes throughout the day as they are bought and sold. ETFs are attractive to investors because they have lower fees than mutual fund shares and higher daily liquidity.
  • Tax-loss harvesting. This strategy sells investment assets at a loss in order to reduce your tax liability at the end of the year. It’s pretty complicated, but luckily some robo-advisors will do it for you!
  • Rebalancing. Get your investment portfolio back in order periodically. Failing to do so means you’re taking on added risks as your portfolio becomes heavily weighted by one or several types of investments. Many robo-advisors check for opportunities to rebalance on a daily basis and adjust your portfolio when an allocation varies by a set amount.
  • Access to human advisors. Level of access varies from personal advisors for each individual client, to a team of professionals readily available via email or online chat.
  • Assets under management (AUM). The more AUM, the more stable the company is, and the more you can trust it.
  • Socially responsible investing (SRI) AKA impact investing, or values-based investing, is a way for you to align your investment with your values. Companies that don’t promote social good are excluded from SRI funds and portfolios.

READ MORE: TAKE A LOOK AT THIS OFFER FROM MOTLEY FOOL

Alpha Picks summer sale 2025

Best Robo-Advisors: At-A-Glance

Robo-AdvisorBest…Minimum Investment
Vanguard Personal Advisor ServicesWith a human touch$50,000
WealthfrontFor new robo-investors$500
EmpowerFor high income$100,000
WealthsimpleFor socially responsible investment$0
BettermentFor taxable accounts$10 to open (no minimum balance required)
MotifFor portfolio mix$0
Schwab Intelligent PortfolioFrom a major brokerage firm$5,000
Fidelity GoFor Fidelity clients$10,000

Best Robo-Advisor Promotions & Offers

Vanguard Personal Advisor Review (Hybrid Robo-Advisor)

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Experience the best of both worlds with Vanguard Personal Advisor Services: where cutting-edge technology meets personalized financial planning, offering you...

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Wealthfront Promotions: $5,000 Managed Free Offer + $5,000 Per Referral

Wealthfront
April 23, 2025 11:44 pm CDT

Find the latest Wealthfront (wealthfront.com) promotions, bonuses and offers here. Similar to Betterment, Wealthfront is another robo-advisor that sets you...

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Empower Free Personal Dashboard & Up To 3.75% APY Cash Account

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Anyone can take advantage of Empower's robust financial tools (including retirement planning) and interest-earning Cash account, but you'll need at...

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Wealthsimple Promotions: $10,000 Managed For Free & $1 Referral Offers

Wealthsimple
September 12, 2024 3:59 pm CDT

Wealthsimple has only been around since 2014, and it is already Canada’s largest financial robo-advisor service. It launched into the...

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Betterment Promotion: Extra 0.50% APY & Referral Bonuses

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See current Betterment (betterment.com) promotions and sign-up offers updated here. Betterment and Wealthfront are two of the most popular players...

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Schwab Intelligent Portfolios Review: $500 Sign-Up Bonus

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Charles Schwab is considered to be one of the market leaders in the field of robo-advising with their Schwab Intelligent...

Read more

Fidelity Go Review: Robo-Advisor With Low Management Fees

Fidelity Go Robo Advisor
December 2, 2022 12:33 am CST

Brought to you by the well-known firm, Fidelity Investments, Fidelity Go is a robo-advisor that offers a clear pricing structure...

Read more

Acorns Bonuses: $20 Sign-Up Bonus & Up To $800 Referral Offer – June 2025

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Unlock the latest Acorns bonuses, including a $20 sign-up bonus and an opportunity to earn up to $1,000 through referrals....

Read more

Fundrise Promotions: $25-$100 Bonus Shares & Referral Offer

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Find Fundrise (fundrise.com) promotions and offers updated here. Update 4/29/25: The offer is currently $25. Sign up with our referral...

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Ally Invest $100 Bonus for Self-Directed Trading Account [Targeted]

4 months ago

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AlphaAI – Leveraged ETF Strategies: Join Waitlist and Refer 3 Friends to Get $100 Free Stock

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Rendity.com Promotions: 25€ Welcome Bonus & Referrals (Europe)

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Delta Exchange Promotions: 10% Trading Fee Discount & 15% Referral Commission

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Makara By Betterment Crypto Promos: $20 Sign-Up Bonus & $20 Per Referral

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HEYBIT Promotions: $10 USDT Welcome Bonus

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Unifimoney App Promotions: Up To $5,000 BTC Welcome Bonus & $25 BTC Referrals

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Round Investments Promotions: $20 – $100 Sign-Up Bonus & Referrals

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Ellevest Review: A Financial Company For Women, By Women

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Finhabits Investment Promotions: $10 Bonus & $10 Referrals

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Haven Money (Personal Finance Management) Promotions: Up To 3.00% Savings For Referrals

6 years ago

Swell Investing (Socially Responsible Robo-Advisor) Promotions: $50 Sign-Up Bonus And $300 Referral Offer

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Emperor Investments Promotions: $700 Sign-Up Bonus, 6 Months Free And $50 Referral Bonuses

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READ MORE: SEE THE BEST BANK PROMOTIONS HERE AND THE BEST INVESTING PROMOTIONS HERE

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Tony Jay

Tony Jay

Hey there! I'm Tony, a personal finance enthusiast.

If you're looking to maximize your savings, I've got you covered. From exclusive banking promotions and investing bonuses, to exciting credit card offers, I'll keep you in the loop on the hottest deals in town.

Join me here at MoneysMyLife and let's embark on this adventure together. Contact me here.

Comments 5

  1. Victor says:
    2 years ago

    2023 update: Here’s a referral link to get $5K managed for free when you fund a Wealthfront Investment Account. Thank you.
    https://www.wealthfront.com/c/affiliates/invited/AFFA-QIQ6-HERU-6QQB

    Loading...
    Reply
  2. Shon says:
    4 years ago

    Thought you should know about Titan if you don’t already. They manage my money and have done a great job.

    Very profitable for 2021 : https://www.youtube.com/watch?v=OCZ5FmgxHFI

    If you are interested you’ll get 25% off your fees by signing up through my link. https://www.titanvest.com/?r=8443245d-62e9-436a-ac58-55b7ee0aeba7

    Loading...
    Reply
  3. Jamie says:
    5 years ago

    Nice, this information is a great help!

    I also made use of the referrals posted here:
    https://www.moneysmylife.com/wealthfront-promotions/

    Loading...
    Reply
  4. Evan says:
    5 years ago

    If you’re looking to hand pick stocks, I would advise against using a robo advisor. If you’re looking for a diversified portfolio made to suit your comfort with risk, wealthfront is ideal. The fee of 0.25% is small, and you get $5,000 managed for free using a sign up link (see below)

    https://www.wealthfront.com/c/affiliates/invited/AFFB-J57Q-GKQX-79AB

    Loading...
    Reply
  5. Tammy says:
    5 years ago

    Great article, Tony! Please use my link to get your first $5,000 managed for free!

    https://www.wealthfront.com/invited/AFFD-V62O-DN0I-D910

    Loading...
    Reply

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