Investment Platforms
We tested dozens of services to bring you our top picks as you look to turn knowledge into action
- A single, easy-to-use platform for banking, credit, and investing
- $30 cash bonus for depositing $1,000 when you use our link
- Easy to automate debt payments and recurring investments
- Low credit rates make it easy to borrow from investment accounts
- Solid savings rates
- Cash-back rewards credit card
- Investing interface is great for beginners or experts
- Removes the intimidating and annoying process of placing trades
- Automated investing made very easy with auto-transfers, auto-invest, and auto-rebalancing, on fully customizable portfolios down to specific stocks
- Build an investment portfolio of stocks & ETFs by choosing what percent you want in each investment, not by purchasing individual shares
- Or choose any pre-designed portfolios
- Helpful growth projections
- No management or trading fees
- Both regular & retirement accounts
- Mobile account opening is simple
- Responsive customer service over email, available for 1-on-1 tutorials
- Only available for US-based investors
- $100 minimum balance for investments
- Unique interface takes a couple days to get used to
- No live customer service chat
- Relatively new institution with small asset size
Worthy alternatives
- Great for beginners or experts
- Free stocks from Webull sometimes worth $1,000+ when you use our link
- Fractional shares just launched, enabling investing for as little as $5
- Traditional, basic investing functionality
- Free trading & no minimum balance
- Stocks, ETF's, & crypto trading
- Both regular & retirement accounts
- Customer service is solid
- Mobile account opening & trading is simple
- Interface is easy enough, but still serious (not gamified)
- Extensive research tools for advanced investors
- Only available in United States, India, Brazil, Turkey, the Philippines, Malaysia, Japan, China, and Korea for now
- No cash checking
- Extensive tools might be a little overwhelming at first
- Relatively new institution
Worthy alternatives
- This is the most genuine option to feel good about your investment portfolio
- You get $15 cash by using our link
- The app is beautiful, smooth, and easy to use
- The signup is thoughtful and simple, guiding you through building an impact-investment portfolio
- FLIT researches, selects, monitors, and manages the investments and their impacts for you
- You get a diversified core portfolio to which you can add investments that make an impact across six themes: Climate Solutions, Clean Water, Green Energy, Pet Welfare, Affordable Healthcare, and Gender Equality
- Within your core portfolio, you can choose to exclude industries like fossil fuels or private prisons, or you can take an active ownership of companies making good decisions
- FLIT explains and quantifies the impact of your themed investments
- You see specific metrics of your impact, from emissions reduced to human lives improved
- The high-level descriptions are simple, and you can drill down into the details on everything
- There are a ton of in-app explanations, as well as educational content on impact and finance
- You can set up automatic monthly transfers to your portfolio with Plaid account linking
- FLIT is very clear about data privacy and security
- FLIT is FINRA and SIPC insured and an SEC-registered RIA
- Accounts are not open immediately, but are usually approved same day
- iOS app only, no web access or Android app yet
- No retirement accounts
- No asset transfers, so you have to start with cash
- Not able to edit your portfolio or impact themes after setup yet
- It is not free, but FLIT provides access to the investments at lower fund manager costs than we could get on our own.
- The monthly fee makes the most sense for a portfolio size of over $5,000
- US-only
Worthy alternatives
- Personalized, free assistance rolling over old 401(k) and 403(b) accounts
- Totally free and painless
- Capitalize can find your old 401(k) for you if you don't know the provider
- Relieves you of the stress, phone calls, hold times, paperwork, and follow-up of rolling over your old 401(k) into a new provider
- A human representative schedules time with you, gets your old provider on the line, then calls you when they need your authorization
- Helpful context and guidance for any questions through the process
- Consolidate multiple old 401(k)s into a single IRA
- Plenty of helpful educational resources
- Not much guidance after the transfer is done on next-steps for investing
- Scheduling availability for rollover execution call was backed up for a couple weeks
- No investments or tax advice available
- Rollover into a new 401(k) not available
Worthy alternatives
- A single, easy-to-use platform for banking, credit, and investing
- $30 cash bonus for depositing $1,000 when you use our link
- Easy to automate debt payments and recurring investments
- Low credit rates make it easy to borrow from investment accounts
- Solid savings rates
- Cash-back rewards credit card
- Investing interface is great for beginners or experts
- Removes the intimidating and annoying process of placing trades
- Automated investing made very easy with auto-transfers, auto-invest, and auto-rebalancing, on fully customizable portfolios down to specific stocks
- Build an investment portfolio of stocks & ETFs by choosing what percent you want in each investment, not by purchasing individual shares
- Or choose any pre-designed portfolios
- Helpful growth projections
- No management or trading fees
- Both regular & retirement accounts
- Mobile account opening is simple
- Responsive customer service over email, available for 1-on-1 tutorials
- Only available for US-based investors
- $100 minimum balance for investments
- Unique interface takes a couple days to get used to
- No live customer service chat
- Relatively new institution with small asset size
Worthy alternatives
- Great for beginners or experts
- Free stocks from Webull sometimes worth $1,000+ when you use our link
- Fractional shares just launched, enabling investing for as little as $5
- Traditional, basic investing functionality
- Free trading & no minimum balance
- Stocks, ETF's, & crypto trading
- Both regular & retirement accounts
- Customer service is solid
- Mobile account opening & trading is simple
- Interface is easy enough, but still serious (not gamified)
- Extensive research tools for advanced investors
- Only available in United States, India, Brazil, Turkey, the Philippines, Malaysia, Japan, China, and Korea for now
- No cash checking
- Extensive tools might be a little overwhelming at first
- Relatively new institution
Worthy alternatives
- This is the most genuine option to feel good about your investment portfolio
- You get $15 cash by using our link
- The app is beautiful, smooth, and easy to use
- The signup is thoughtful and simple, guiding you through building an impact-investment portfolio
- FLIT researches, selects, monitors, and manages the investments and their impacts for you
- You get a diversified core portfolio to which you can add investments that make an impact across six themes: Climate Solutions, Clean Water, Green Energy, Pet Welfare, Affordable Healthcare, and Gender Equality
- Within your core portfolio, you can choose to exclude industries like fossil fuels or private prisons, or you can take an active ownership of companies making good decisions
- FLIT explains and quantifies the impact of your themed investments
- You see specific metrics of your impact, from emissions reduced to human lives improved
- The high-level descriptions are simple, and you can drill down into the details on everything
- There are a ton of in-app explanations, as well as educational content on impact and finance
- You can set up automatic monthly transfers to your portfolio with Plaid account linking
- FLIT is very clear about data privacy and security
- FLIT is FINRA and SIPC insured and an SEC-registered RIA
- Accounts are not open immediately, but are usually approved same day
- iOS app only, no web access or Android app yet
- No retirement accounts
- No asset transfers, so you have to start with cash
- Not able to edit your portfolio or impact themes after setup yet
- It is not free, but FLIT provides access to the investments at lower fund manager costs than we could get on our own.
- The monthly fee makes the most sense for a portfolio size of over $5,000
- US-only
Worthy alternatives
- Personalized, free assistance rolling over old 401(k) and 403(b) accounts
- Totally free and painless
- Capitalize can find your old 401(k) for you if you don't know the provider
- Relieves you of the stress, phone calls, hold times, paperwork, and follow-up of rolling over your old 401(k) into a new provider
- A human representative schedules time with you, gets your old provider on the line, then calls you when they need your authorization
- Helpful context and guidance for any questions through the process
- Consolidate multiple old 401(k)s into a single IRA
- Plenty of helpful educational resources
- Not much guidance after the transfer is done on next-steps for investing
- Scheduling availability for rollover execution call was backed up for a couple weeks
- No investments or tax advice available
- Rollover into a new 401(k) not available
Worthy alternatives
Pick the platform that makes things easier for you
At the end of the day, it's all about what's right for you. With something like budgeting, debt management, or investing, the most important criteria is that you feel comfortable using it. Otherwise, you're not going to build the confidence to take your future into your own hands. If you're buying basic stocks and funds to hold for the long term, you can do that almost anywhere. Just find a respectable institution that charges low or no fees and has an interface you don't hate using.
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