Robo Advisor comparison

OpenInvest vs Raiz Invest

The biggest difference between OpenInvest and Raiz Invest is the minimum commitment. OpenInvest requires a $20,000 starting deposit and charges $7/month, targeting serious investors who want a tailored managed portfolio. Raiz lets you start with just $5, charges $5.50/month, and is built for micro-investing with round-ups and a mobile app. One is a high-minimum portfolio service; the other is a habit-building savings tool.

Choose
OpenInvest
if…
  • You have $20,000 or more to invest and want a professionally managed portfolio from day one
  • You need joint, company, trust, or SMSF account structures — Raiz only offers individual and SMSF
  • You want direct exposure to ASX shares and bonds alongside managed funds
  • You prefer desktop-based engagement and don't need a mobile app
Full breakdown of OpenInvest
Choose
Raiz Invest
if…
  • You want to start investing with as little as $5 and build the habit over time
  • You like the idea of round-ups — automatically investing spare change from everyday purchases
  • You want a full mobile app experience with iOS and Android support
  • You're investing for a child or minor — Raiz offers kids accounts, OpenInvest doesn't
Full breakdown of Raiz Invest

Where they differ

FactOpenInvestRaiz Invest
Minimum initial deposit$20,000$5
Monthly platform fee$7/month$5.50/month
Account typesIndividual, joint, company, trust, SMSFIndividual, SMSF, kids/minor
Mobile appNo mobile appiOS and Android apps
ASX sharesSupportedNot supported (ASX ETFs only)
Verdict

Choose OpenInvest if you have $20K+ and want a broader account menu; choose Raiz if you're starting small and want a mobile-first micro-investing habit.

All data points side-by-side

Every verified fact for both platforms. Differences are highlighted.

FieldOpenInvestRaiz Invest
account structure
CHESS sponsorship modelcustodiancustodian
Individual HINNo
Individual accountYesYes
Joint accountYesNo
Company accountYesNo
Trust accountYesNo
SMSF accountYesYes
Kids / minor accountYes
asset coverage
ASX shares supportedYesNo
ASX ETFs supportedYesYes
US shares supportedNoNo
US ETFs supportedNoNo
Other markets supported
Fractional shares (ASX)NoYes
Fractional shares (US)No
Options tradingNoNo
CFDs supportedNoNo
Managed fundsYesYes
Bonds supportedYesNo
IPO accessNoNo
costs visible
ASX free trade conditionsBrokerage free across all plans — bulk ASX execution is bundled into the monthly subscription / management fee. No fees on deposits, withdrawals, or portfolio switches.
Monthly platform fee$7/month$5.5/month
Annual platform fee$66/year
Inactivity fee$0
Withdrawal fee (AUD)$0
identity and trust
Legal entity nameOpenInvest LimitedRaiz Invest Australia Limited
AFSL number504,155434,776
Year founded2,0172,016
Parent / ownershipPrivately owned (founder-led)Raiz Invest Limited (ASX: RZI) — Australian publicly listed parent
Country of incorporationAUAU
Public company statusprivatepublic
money movement
Minimum initial deposit$20,000$5
Minimum subsequent purchase$0
Deposit methodsbank_transfer, debit_card, round_ups, recurring_direct_debit
Settlement periodT+2 (ASX) — applies to fund trading via the underlying ETFs; member contribution settles in ~1-2 business days into the fund.
Withdrawal time3-5 business days (T+2 ASX settle, then 1-3 days bank transfer)
platform ux
iOS appNoYes
Android appNoYes
Desktop platformNoNo
Demo accountNoNo
Free real-time market dataNo
Free research reportsNo
2FA supportSMS
Customer support channelsphone, emailphone, email, in_app
Support hours (AU time)8:00am-6:00pm AET, business daysMonday-Friday, 8:30am-5:30pm Sydney time
Education contentstructuredbasic articles
tax and reporting
Australian tax statementYesYes
Distribution component breakdownYesYes
CGT calculator / reportYesYes
Sharesight / Navexa integrationNo
trading mechanics
Market ordersNo
Limit ordersNo
Stop loss ordersNo
Auto-invest / DCAYesYes
Auto-invest sophisticationrebalancingweighted/rebalancing
DRP (dividend reinvestment)NoNo

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