The Modern Newsletter for Finance & Business
The 5 minute newsletter helping you save, hustle, and invest. News, stories, and knowledge.
The 5 minute newsletter helping you save, hustle, and invest. News, stories, and knowledge.
This is our take on the best brokerages on the market. See what we love and what we believe they are best for. Each of these has $0 Fees unless stated otherwise.
Interactive Brokers
Great for international trading and diversification. Has a large array of features compared to competitors.
International Trading
Advanced Traders/Investors
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Learn MoreWebull
One of the best trading apps on the market. Incredibly easy to use mobile investing and screening. Easy options trading. Stock lending program allows for extra income.
Mobile & Desktop Trading
Beginners – Advanced
Fidelity
We love the ability to connect and use their debit card which includes ATM reimbursements. We also love their 2% back credit card. Trade from mobile/desktop/browser.
Every Day Spending/Investing
Retirement
Beginners – Advanced
Merrill Edge
We love their Preferred Reward program that allows you to earn rewards by investing with them. Their Idea Builder provides inspiration and ideas for your portfolio.
People who already bank with Bank of America
Retirement
Beginners – Advanced
Qualifying Net New Asset Balance | Cash Reward |
---|---|
Less than $20,000 | $0 |
$20,000 to $49,999 | $100 |
$50,000 to $99,999 | $150 |
$100,000 to $199,999 | $250 |
$200,000 or more | $600 |
E*Trade
The OG of online trading. We love that they have two platform options. The E*Trade app or the Power E*Trade app depending on your needs. We also love their Core Portfolios for the passive investor.
Mobile & Desktop Trading
Retirement
Beginners – Advanced
Cash Credit | Deposit Amount |
---|---|
$50 | $5,000–$19,999 |
$100 | $20,000–$49,999 |
$200 | $50,000–$99,999 |
$300 | $100,000–$199,999 |
$600 | $200,000–$499,999 |
$1,200 | $500,000–$999,999 |
$2,500 | $1,000,000–$1,499,999 |
$3,500 | $1,500,000+ |
Acorns
Acorns is the perfect app for the passive investor. Acorns invests your spare change and is the passive way to get started. We love that they have expanded into banking.
$3/month
Micro & Passive Investing
Everyday Shopping
Beginners – Advanced
Vanguard
Vanguard’s Trading app is a simple app for basic trading.
Retirement Accounts & Mutual Funds
Basic Investing
TD Ameritrade
We love that they are a versatile investing platform for all types of investors. They have multiple investing platforms and allow web investing. They also include plenty of research tools.
Research & Knowledge
Retirement
Beginners – Advanced
Ally Invest
Ally Invest is great for all investors. We love their trading app and the fact that you can do more than just invest with Ally.
Everyday Banking/Investing
Retirement
Beginners – Advanced
Stash
Stash takes automated investing to the next level. We love their many automated features: 1% Stock Back Card, Invest Spare Change, Auto Investing.
$3 – $9/month
Micro & Passive Investing
Everyday Shopping
Beginners – Advanced
Robinhood
A truly great investing platform. We love their 1% Match IRA, 4% APY for cash (see details), and cash back debit card.
Mobile & Desktop Trading
Retirement
Saving & Everyday Spending
Beginners – Advanced
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Learn MoreSofi – Invest
SoFi Invest is a great investing app for everybody. We love how you can use all of SoFi’s products from one easy to use dashboard.
Everyday Banking/Investing
Retirement
Beginners – Advanced
TradeStation
Tradestation is a great platform that fits all investors. They have a variety of accounts including: business, joint, international, and more.
International Trading
Futures
Business
Beginners – Advanced
Public.com
Public.com is an easy to use investing app that allows you to invest in many different assets. We love how easy they make it to invest in stocks with fractional investing and alternative assets like art.
Diversification
Mobile Investing
Beginners – Advanced
M1 Finance
M1 Finance is a great investing platform that also allows you to earn interest on your cash with their high interest checking and 1% cashback debit. We love their automated pie investing that includes Dynamic Rebalancing.
Everyday Banking/Investing
Retirement
Automated Investing
Beginner – Advanced
MooMoo
MooMoo is another app that has a great interface. With MooMoo you can invest in US, Hong Kong, and China-A-Shares markets.
International Investing
Mid Level – Advanced
Etoro
Etoro has a very easy to use platform that allows you to invest in stocks, crypto, commodities, currencies, indices, and etfs. CopyTrader allows you to easily copy top traders.
Diversification
Automated Investing
Beginner – Advanced
J.P. Morgan Wealth Management
A simple easy to use app that connects to your Chase accounts.
People who have a Chase Account
Retirement
Beginners – Advanced
Betterment
Betterment is one of the easiest ways to get started investing. We love their automated investing and high APY Savings. This is the perfect app for the passive investor.
Everyday Banking/Investing
Retirement
Automated
Beginners
Tastyworks
Tastyworks is a great platform that is built for diversification. We love that they are rapidly evolving and improving their platform.
Diversification
Retirement
Research
Beginners – Advanced
How much did you spend on eating out last month? You might be surprised! PocketSmith can help you get your sh!@t together.
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