Investment Account Reviews
NerdWallet reviews investment accounts, including online brokerage accounts, robo-advisors, financial advisors and crypto platforms.
The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.
Our editorial team spends hours researching investing products, including testing brokerage accounts, trading platforms and cryptocurrency exchange. We ask the hard questions so you don't have to, then rate each product on a scale of 1 to 5 according to detailed methodologies.
Brokerage reviews
Read our methodology for reviewing online brokers.
Vanguard Review 2025: Pros, Cons and How It Compares
Vanguard's low-cost model and large fund selection make the broker a good choice for long-term investors, but the firm lacks the kind of robust trading platform active traders require.
Is Robinhood Bad for Investing? Here’s Our Honest Review
Robinhood gets a lot of flak, but it's a surprisingly great broker with one of the most seamless apps on the market.
Interactive Brokers Review 2025: Pros, Cons and How It Compares
Interactive Brokers attracts active traders with low per-share pricing, an advanced trading platform, a large selection of tradable securities — including foreign stocks — and ridiculously low margin rates. Its base offering, IBKR Lite, offers commission-free trades of stocks and ETFs.
Fidelity review 2025: Pros, cons and how it compares
Fidelity is one of the most well-rounded brokerages available today. It offers no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors.
Webull Review 2025: Pros, Cons and How It Compares
Webull offers low costs without skimping on advanced trading tools, but it may not be the best brokerage for investors who like bonds or mutual funds.
SoFi Active Investing Review 2025: Pros, Cons and How It Compares
SoFi Active Investing is geared toward new investors getting their start in trading, with zero-commission trades of stocks, ETFs and fractional shares.
E*TRADE Review 2025: Pros, Cons and How It Compares
E*TRADE from Morgan Stanley excels even outside of its $0 commissions, with superb educational resources, portfolio-building tools and a large mutual fund selection.
J.P. Morgan Self-Directed Investing Review 2025: Pros, Cons and How It Compares
J.P. Morgan Self-Directed Investing charges no commissions and offers a highly integrated app, which makes it a solid choice for individuals who want to trade their own investments — especially existing Chase customers.
Ally Invest Review 2025: Pros, Cons and How It Compares
Ally is a good low-cost broker for beginner and intermediate investors. Ally's options trading costs are a bit lower than competitors and it offers a solid, if basic, trading platform and app. Active traders who want more bells and whistles may want to look elsewhere.
Firstrade Review 2025: Pros, Cons and How It Compares
Firstrade has free commissions on trades — including all mutual funds — and a $0 account minimum.
M1 Finance Review 2025: Pros, Cons and How It Compares
With a mix of manual investing and automation tools, M1 Finance could be worth exploring for the long-term investor.
I Traded ETFs and Bitcoin on Public.com. Here’s What Stood Out
Public will appeal to traders looking for low-cost options brokers and access to many types of assets. But customer support is limited, and the broker nickel-and-dimes non-Premium members for certain types of trades.
Charles Schwab Review 2025: Is It Right For You?
Charles Schwab has the educational resources beginners will need to navigate investing, while sophisticated tools and $0 commissions will attract active traders.
Tastytrade Review 2025: Pros, Cons and How It Compares
Tastytrade is a solid choice for advanced investors looking for low costs and an excellent trading experience.
eToro Review: Pros, Cons and How it Compares
A pioneer in social investing, eToro offers investors the ability to copy the cryptocurrency trades of pros. In addition to cryptocurrency, the broker offers access to stocks, options and ETFs.
Moomoo Review 2025: Pros, Cons and How It Compares
Moomoo is a mobile-oriented broker that lets investors trade U.S. and foreign stocks, ETFs and options. Its fees and margin rates are among the lowest in the business.
Merrill Edge Self-Directed Review 2025: Pros, Cons and How It Compares
Merrill Edge offers high-quality research and unlimited free stock and ETF trades. Plus, Merrill clients have access to customer support at Bank of America locations.
Zacks Trade Review 2025: Pros, Cons and How It Compares
Zacks Trade offers penny-a-share trades, a robust trading platform and, unlike most brokers, doesn't charge extra for broker-assisted trades.
TradeStation Review 2025: Pros, Cons and How It Compares
TradeStation is a top pick for active traders due to a high-powered trading platform, $0 trade commissions and a wide range of tradable securities.
Financial advisor reviews
Facet Review 2025: Pros, Cons and How It Compares
Facet offers virtual, full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs.
Zoe Financial Review 2025: Pros, Cons and How It Compares
Zoe Financial can help you find a financial advisor specific to your needs — and your budget.
Harness Wealth Review 2025: Pros, Cons and How It Compares
Harness Wealth curates and connects financial, tax and estate planning firms with individuals based on their specific needs — at no cost to the client.
Vanguard Personal Advisor Review 2025
For a reasonable cost, Vanguard Personal Advisor provides unlimited access to financial advisors. It pairs Vanguard's solid fund lineup with technology to design customized financial plans.
Wealthramp Review 2025: Pros, Cons and How It Compares
Wealthramp can help you find a financial advisor specific to your needs and your budget.
Schwab Intelligent Portfolios Review 2025
Schwab Intelligent Portfolios charges no account management fee. The service also offers a premium option, which costs $30 a month plus an initial $300 upfront planning fee, and includes access to certified financial planners.
Ellevest Wealth Management Review 2025: Pros, Cons and How It Compares
Ellevest Wealth Management specializes in helping high-net-worth clients meet their investing goals while prioritizing values and impact.
Merrill Guided Investing Review 2025: Pros, Cons and How it Compares
Merrill Guided Investing stands out for human portfolio management, and current Merrill and Bank of America customers will appreciate its rewards program. But the management fee is higher than many robo-advisors.
Robo-advisor reviews
Read our methodology for reviewing robo-advisors.
Fidelity Go Review 2025: Pros, Cons and How It Compares
Fidelity Go’s fees and $0 account minimum are appealing, but investors with taxable accounts won’t get tax-loss harvesting.
Betterment Review 2025: Pros, Cons & How it Compares
Betterment is one of the top robo-advisors, with goal-oriented tools and helpful tax strategies that will appeal to investors of all types. Access to human advisors is available with the Premium plan.
Weathfront Review 2025: Our Editorial Team’s Honest Take
With Wealthfront, you get low-cost access to a diverse investment lineup, excellent planning tools and a variety of tax-saving strategies. The company also offers access to individual stocks for DIY investors.
Vanguard Digital Advisor Review 2025: Pros, Cons and How It Compares
Vanguard Digital Advisor® provides an affordable, convenient and personalized way to invest for retirement. Investors benefit from Vanguard’s years of investment experience and a portfolio built from its low-cost and well-diversified ETFs.
Acorns Review 2025
Acorns’ spare-change savings tool and cash-back rewards program make investing easy. But the management fee on small accounts is steep.
SoFi Robo Investing Review 2025
SoFi Robo Investing's range of low-cost ETFs and low minimum balance make it an attractive option for cost-conscious investors.
Stash Review 2025: Pros, Cons and How It Compares
Stash simplifies the process of selecting investments with an app suited for beginners. But fees are higher than those of some competitors.
Robinhood Strategies Review 2025: Pros, Cons & How It Compares
With Robinhood Strategies, you get a low-cost robo-advisor with some hands-on management. It offers access to individual stocks, but no IRA match, financial planning tools or elevated tax strategy.
Ally Invest Robo Portfolios Review 2025: Pros, Cons and How It Compares
Ally Robo Portfolios is best for retirement investing and loyal Ally clients who want a one-stop shop for their investing and banking services.
E*TRADE Core Portfolios Review 2025: Pros, Cons and How It Compares
E*TRADE from Morgan Stanley's robo-advisor offers extensive educational tools and financial planning services. It will especially appeal to existing E*TRADE customers.
Titan Review 2025: Pros, Cons and How It Compares
Titan offers a distinctive strategy for investment management, but doesn't have some of the perks offered by other firms.
Cryptocurrency wallet and platform reviews
Read our methodology for reviewing crypto platforms and for reviewing crypto wallets.
Coinbase Review 2025: Pros, Cons and How It Compares
Coinbase is the largest U.S.-based exchange. It has a wide variety of options for users, from beginners to advanced traders.
Uphold Review 2025: Pros, Cons and How It Compares
Uphold offers low minimums, educational content, a huge number of crypto-crypto trading pairs and a high-yield staking program — features that will appeal to beginners and advanced crypto investors alike.
Gemini Review 2025: Pros, Cons and How It Compares
Gemini offers more than 80 cryptocurrencies, including Bitcoin and Ether, as well as a limited selection of crypto-to-crypto trading pairs.
Crypto.com Review 2025: Pros, Cons and How It Compares
Crypto.com could appeal to customers who are looking for a wide variety of cryptocurrencies, and who are comfortable carrying out transactions on a mobile device.
Kraken Review 2025: Pros, Cons and How It Compares
While Kraken has tools, products and informational resources for beginning crypto investors, many of its offerings are targeted toward people with more experience.
Real estate platform reviews
Fundrise Review 2025: Pros, Cons and Features to Know
Fundrise is an online real estate company that gives investors access to private real estate deals and venture capital. These investments can be high risk, but may offer high rewards.
EquityMultiple Review 2025: Pros, Cons and How It Compares
EquityMultiple is a real estate crowdfunding platform that gives investors access to professionally managed commercial real estate. The lowest investment minimum is $5,000, but investors must be accredited.
RealtyMogul Review 2025: Pros, Cons and How It Compares
RealtyMogul is a real estate crowdfunding platform for nonaccredited and accredited investors, offering REITs and private placements.
Kraken Review 2025: Pros, Cons and How It Compares
While Kraken has tools, products and informational resources for beginning crypto investors, many of its offerings are targeted toward people with more experience.