Fee optimization looks for cheaper funds that do the same job as the ones you hold, so you keep the exposure and pay less.
PortfolioPilot lists up to a few cheaper alternatives for each fund, with a similarity score, the yearly fee, what you would save and the difference in expected return, plus your total possible savings a year. Part of Platinum.
The Fees page with a hypothetical portfolio.
PortfolioPilot fee optimization demo. The Fees page with a hypothetical portfolio.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In Improve, choose Fee saver.
Under Fee optimization recommendations, compare each fund with cheaper similar ones.
A cheaper fund is only useful if it does the same job.
Each alternative has a similarity score to the fund you hold.
The yearly fee of each fund and what switching would save.
The difference in expected return, so savings are not bought with lower returns.
If you pay an advisor, a line shows what the recommendations could replace.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
Cheaper funds similar to the ones you hold, with what you could save. Read more in the Help Center →
From each fund's expense ratio and any advisor fee you add. Read more in the Help Center →
No. The list is a set of recommendations; you decide.
Platinum and Pro. Seeing your current fees is part of Gold.
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