Editorial Note: The content of this article is based on the author’s opinions and recommendations alone. It may not have been previewed, commissioned or otherwise endorsed by any of our network partners.
Updated on Wednesday, June 12, 2019
We know that comparing the pros and cons of multiple investment services can be confusing. Our product reviews help you simplify the process by providing side-by-side evaluations of only the best choices available. The roundups weigh a broad selection of variables for each company’s product, with a special focus on fees and customer experience.
The variables we focus on will depend on audience and product type. For example, the ranking of our Best Brokers for Beginners places the emphasis on brokerage accounts with low account minimums and broad investment product offerings, while our Best Discount Brokers review places greater weight on low trading fees.
For all of the products we recommend, we evaluate three categories of variables: fees, product features and customer experience.
- Fees: Nobody likes giving away money. Highlighting services with the lowest fees is a key objective when evaluating any financial service. Getting the best return on your investments also means minimizing the fees you need to pay.Variables: stock trading fees, option trading fees, management fees, account opening and closing fees, transfer fees, margin fees, among others.
- Product features: Successful investing means getting the right tools to accomplish your goals. The ideal service will offer appropriate investing products, support multiple account types, provide functionality that you fits your investing style and be easy to use.Variables: number and type of tradable securities, account types, research resources, robo-advisor offerings and more.
- Customer Experience: Researching investments, placing trades and getting advice should be easy. The best products make the investing process intuitive and simple.Variables: ease of use, mobile apps, customer support resources and others.
Please note that our editors adhere to a strict code of ethics when evaluating any products on our site.