online investing sites?

lotsofmiles

Father of the Van
Dec 4, 2008
3,097
0
0
Michigan
Who uses what? Keep hearing ads for sites like betterment and some others.

Anyone use 'em, likes and dislikes?

Just want to play around a little and probably lose some money.
 

yellowchevy

Well-known member
Sep 9, 2010
1,926
82
48
Louisburg, KS for now
I have a fidelity broker that I work with that I've been happy with.

Best thing you can do is meet with someone face to face on what you're looking for, talk to them and see if they are on the same page as you.
I would suggest Dave Ramseys' website for Endorsed local providers.

http://www.daveramsey.com/elp/home/ictid/tp.nav

Hit the investing bar then enter in your information and what you're looking for. You'll get an email and a phone call from someone in your area that they endorse. From there you can talk with them and see who best fits your needs. My wife and I did that when we lived in Kansas City and meet a great investing guy. But being we got relocated due to work we weren't able to work with him because he wasn't licensed where we're at. We are also doing this for a house purchase.

Investing can be very complicated if you don't take the time to do your research.

Almost forgot, if you're wanting to do it yourself I would use morningstar.com. If it's long term investing look for mutual funds that have good 5 - 10year track records; preferably 10years or more. You can search any mutual fund on morning start and learn everything about it; if it's an aggressive growth, foreign, etc.

Just my $0.02 of what has worked for me and my wife.
Good luck,
Yellowchevy
 

TDFDiesel

I'm That Guy
Jan 6, 2011
386
0
16
Mesa, AZ
Some of them have better apps for your phone which is convenient, but I recommended Wells Fargo PMA accounts to most people.

If you have a certain $$ amount in relationship (IE: loans, account balances, credit cards, etc...) your fees are waived and with a PMA account you get 100 free trades per year per brokerage account.

I've been with Wells Fargo for awhile and even when I paid for my PMA account it was worth it. Other benefits are unlimited checking and savings accounts; you can even get high yield savings accounts along with a few other benefits.

Free checking accounts are nice, but there are absolutely benefits to financial adults to investigate some of the more premium accounts.

If you are in Arizona or Dallas, TX I can recommend you to a store manager and/or banker that will take GREAT care of you. You'll even feel like you have a private banker.