Brokerage Firms We Track

The lines between checking, savings, credit, and investing are blurring as large traditional banks, small fintech startups and everything in between offer integrated features and "super apps" for all of your personal finance needs. It's time for us to track brokerage firms and low-cost investments with the same detail as other financial products. The brokerage firms listed below offer lots of features for beginner and advanced investors alike.

All the accounts listed here are insured by the Securities Investor Protection Corporation (SIPC) against the loss of cash and securities held by a customer. SIPC protects your funds in the case that the broker fails, but it does not protect against investment losses from the market.

Brokerage Firm	Monthly Fee	Stock/ETF Commission	Fractional Shares	Automated Investing Fee	Automated Investing Minimum	Retail IPO Access	Margin Interest Rate	Current Bonus	Transfer or Closeout Fee
Fidelity			More than 7,000 stocks and ETFs	0.00%	$10	Yes	13.58%		$0
			Yes	0.00%	$500			$40	$75
			S&P 500 stocks	0.00%	$5,000	Yes	13.58%	$300	$50
			Yes	0.20%	$100	Yes	8.74%	$205	$75
Axos			No	0.24%	$500	No	12.75%		$100
			More than 4,000 stocks and ETFs	0.25%	$1	Yes	10.00%	$200	$75
Vanguard			No	0.25%	$100	No	13.75%		$100
			Yes	0.25%	$500	No	8.99%	$50	$0
Citi			No	0.25%	$5,000	No	12.75%		$95
			1,000s of ETFs and stocks trading over $1 per share and with a market capitalization greater than $25 million	0.25%		Yes	5.75%	$160	$100
			No	0.30%	$100	No	13.00%		$50
TD				0.30%	$1,000				$90
J.P. Morgan			No	0.35%	$500		13.25%	$50	$75
WellsTrade			500 stocks	0.35%	$500		14.25%		$50
Merrill Edge			No	0.45%	$1,000			$100	$95
			Yes			Yes	5.99%	$2,000	$50
			Yes			Yes for a fee	6.80%	$500	$75
Interactive Brokers			More than 11,000 stocks, ETFs and ADRs				7.83%		$0
TastyTrade			Yes				11.00%		$75
TradeStation			No			Yes	13.50%	$150	$125
Firstrade			More than 4,000 US Stocks and ETFs				13.75%		$75
E*TRADE			No			Yes	14.20%		$75
Plynk			Yes					$10
Public			Yes					$150	$75
T. Rowe Price									$50
Tradier		$0.35	No				9.50%		$75
U.S. Bank		$4.95		0.24%	$1,000				$95
Revolut			Yes	0.25%	$100
CIT								$100
M1	$3.00		Yes		$25		8.75%	$55	$100
Acorns	$3.00		Yes			No		$66	$35
Stash	$3.00		More than 3,800 stocks and ETFs						$75
Betterment	$4.00		Yes	0.25%	$10				$75

Low-Cost ETFs and Mutual Funds

Index funds are popular and important components for a diversified investment strategy. With so many exchange-traded funds (ETF) and mutual funds tracking the same index, fees may be the deciding factor for choosing an investment. Expense ratio is the annual percent of your total investment that you pay to the fund manager. Most of the investment funds listed here will be widely available from all brokerage firms. Some brokers may not offer mutual funds. Some mutual funds may only be available at the broker that manages the fund. Some brokerage firms may charge additional transaction fees for products managed by their competitors.

Ticker	Investment Name	Managed By	Expense Ratio	Minimum	Type	Category
FNILX	Fidelity ZERO Large Cap Index	Fidelity	0.000%		Mutual Fund	IndexLargeCap
FZILX	Fidelity ZERO International Index	Fidelity	0.000%		Mutual Fund	IndexInternational
FZIPX	Fidelity ZERO Extended Market Index	Fidelity	0.000%		Mutual Fund	IndexMidCap
FZROX	Fidelity ZERO Total Market Index	Fidelity	0.000%		Mutual Fund	IndexLargeCap
BKAG	BNY Mellon Core Bond	BNY Mellon	0.000%		ETF	IndexBond
BKLC	BNY Mellon US Large Cap Core Equity	BNY Mellon	0.000%		ETF	IndexLargeCap
ETBOX	E*TRADE No Fee U.S. Bond	E*TRADE	0.000%		Mutual Fund	IndexBond
ETISX	E*TRADE No Fee International	E*TRADE	0.000%		Mutual Fund	IndexInternational
ETLGX	E*TRADE No Fee Large Cap	E*TRADE	0.000%		Mutual Fund	IndexLargeCap
ETMUX	E*TRADE No Fee Municipal Bond	E*TRADE	0.000%		Mutual Fund	IndexBond
ETTOX	E*TRADE No Fee Total Market	E*TRADE	0.000%		Mutual Fund	IndexLargeCap
FSKAX	Fidelity Total Market Index	Fidelity	0.015%		Mutual Fund	IndexLargeCap
FXAIX	Fidelity 500 Index	Fidelity	0.015%		Mutual Fund	IndexLargeCap
SWPPX	Schwab S&P 500 Index	Schwab	0.020%	$1	Mutual Fund	IndexLargeCap
BBUS	JPMorgan BetaBuilders U.S. Equity	J.P. Morgan	0.020%		ETF	IndexLargeCap
SPLG	SPDR Portfolio S&P 500	State Street	0.020%		ETF	IndexLargeCap
SWTSX	Schwab Total Stock Market Index	Schwab	0.030%	$1	Mutual Fund	IndexLargeCap
VOO	Vanguard S&P 500	Vanguard	0.030%	$1	ETF	IndexLargeCap
VTI	Vanguard Total Stock Market	Vanguard	0.030%	$1	ETF	IndexLargeCap
ITOT	iShares Core S&P Total U.S. Stock Market	BlackRock	0.030%		ETF	IndexLargeCap
IVV	iShares Core S&P 500	BlackRock	0.030%		ETF	IndexLargeCap
SCHB	Schwab US Broad Market	Schwab	0.030%		ETF	IndexLargeCap
SCHX	Schwab US Large-Cap	Schwab	0.030%		ETF	IndexLargeCap
WFSPX	iShares S&P 500 Index	BlackRock	0.030%		Mutual Fund	IndexLargeCap
VFIAX	Vanguard 500 Index Fund Admiral Shares	Vanguard	0.040%	$3,000	Mutual Fund	IndexLargeCap
VTSAX	Vanugard Total Stock Market Index Fund Admiral Shares	Vanguard	0.040%	$3,000	Mutual Fund	IndexLargeCap
SFY	SoFi Select 500	SoFi	0.050%		ETF	IndexLargeCap
SFYX	SoFi Next 500	SoFi	0.060%		ETF	IndexMidCap
VBIL	Vanguard 0-3 Month Treasury Bill	Vanguard	0.070%		ETF	IndexUSTreasuryBond
VGUS	Vanguard Ultra-Short Treasury	Vanguard	0.070%		ETF	IndexUSTreasuryBond
ICSH	iShares Ultra Short-Term Bond Active	BlackRock	0.080%		ETF	ActiveBond
TBLL	Invesco Short Term Treasury	Invesco	0.080%		ETF	IndexUSTreasuryBond
SGOV	iShares 0-3 Month Treasury Bond	BlackRock	0.090%		ETF	IndexUSTreasuryBond