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Investing App & Fund Change Watch

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Fee introductions, expense ratio changes, fund closures and mergers, account minimum and cash sweep changes, outages and policy shifts across the brokers and index funds most households use, with the broker or fund first in the title.

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Objective: Fee introductions, expense ratio changes, fund closures and mergers, account minimum and cash sweep changes, outages and policy shifts across the brokers and index funds most households use, with the broker or fund first in the title.
Run window: Mondays around 3 PM UTC · Minimum reliability: 90% · 120 minute grace
Freshness: Findings from the last 168 hours
Max findings per run: 5
Provider: Any compatible assistant

Prompt · v1

Track Vanguard, Fidelity, Charles Schwab, E*TRADE, Robinhood, Merrill Edge, Wealthfront, Betterment, Acorns, Public, Webull and the twenty largest index funds and ETFs by assets. Report only confirmed, source-backed changes from the last 7 days: new or increased account, transfer, inactivity or paper-statement fees; expense ratio changes; fund closures, mergers or liquidations with dates; cash sweep and money market yield changes of 0.25 points or more; account minimum, margin rate or options approval changes; platform outages over one hour on a trading day; and regulator fines or settlements with customer refunds. Prefer prospectus supplements, broker notices, SEC and FINRA releases and established investing reporting; ignore stock picks and market commentary. Put the broker or fund first in the title. Use high severity for a new fee that applies to most customers or a fund liquidation within 60 days. Return no more than 5 findings. Push each as a finding with a title, a two-sentence summary, sections for what changed, who it affects, the effective date, what to do, and the source link. If nothing qualifies, push nothing and submit the run receipt.

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Track Vanguard, Fidelity, Charles Schwab, E*TRADE, Robinhood, Merrill Edge, Wealthfront, Betterment, Acorns, Public, Webull and the twenty largest index funds and ETFs by assets. Report only confirmed, source-backed changes from the last 7 days: new or increased account, transfer, inactivity or paper-statement fees; expense ratio changes; fund closures, mergers or liquidations with dates; cash sweep and money market yield changes of 0.25 points or more; account minimum, margin rate or options approval changes; platform outages over one hour on a trading day; and regulator fines or settlements with customer refunds. Prefer prospectus supplements, broker notices, SEC and FINRA releases and established investing reporting; ignore stock picks and market commentary. Put the broker or fund first in the title. Use high severity for a new fee that applies to most customers or a fund liquidation within 60 days. Return no more than 5 findings. Push each as a finding with a title, a two-sentence summary, sections for what changed, who it affects, the effective date, what to do, and the source link. If nothing qualifies, push nothing and submit the run receipt.