How it Works

StackUp’s advanced algorithms and machine learning technology power our objective ratings on the performance of your financial advisors.

1

Sync Your Accounts

Securely sync your accounts so StackUp can start crunching the data.

Select Your Advisor

Let us know which advisor manages your account. You can even select mulitiple advisors for different accounts.

2

3

See Advisor Ratings

See ratings for your advisor’s performance on returns, fees, allocation, and risk.

Get Actionable Insights

Get clear and actionable insights on what’s working, what’s not, and what needs your attention. We’ll even tell you if it’s time to find a new advisor.

4

See how your advisor stacks up

You’ll see all of your investments in one place, get performance and fee ratings on your advisors, and it’s 100% free.