Side by side
Betterment vs CI Direct Investing
Both stand on robo-advisor apps. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
Betterment combines automated investing with cash products and self-directed trading, alongside retirement planning. Check the listed eligibility terms for Digital and Premium, whose prices are not provided.
Visit Betterment Paid AndroidiPhoneWeb
Visit CI Direct Investing The facts
| Betterment | CI Direct Investing | |
|---|---|---|
| Free plan | No | No |
| Open source | No | Not published |
| Runs on | Android, iPhone, Web | Android, iPhone, Web |
| Lowest paid plan | Premium: $0.65 a year | Free or on request |
| Plans published | 3 | 3 |
| Maker | Not published | Not published |
| Website | betterment.com | cifinancial.com |
| On robo-advisor apps | #4 of 24 | #8 of 24 |
Betterment: what it does well
- Automated investing includes ongoing rebalancing.
- Tax-loss harvesting and Tax Coordination are offered.
- Self-directed stock and ETF trades have no commissions.
- Cash Reserve has no monthly management fee.
- Apps support deposits, transfers, and goal tracking.
What to know first
- Digital and Premium plan prices are not listed.
- Cash Reserve requires a $10 minimum deposit.
- Tax Coordination applies across eligible accounts.
CI Direct Investing: what it does well
Alternatives to Betterment Alternatives to CI Direct Investing The whole list