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Best investment apps of December 2024

Fact Checked: Quinten Plummer

🗓️

Updated: December 04, 2024

Partners on this page provide us earnings.

Here are the best investing apps for each major category from robo-advisors and beginners to DIY investors and expert traders

When it comes to picking the best stock trading app, there are more quality choices than ever, thanks to the recent explosion in popularity of online investing platforms.

Some of the best investment apps for beginners focus on ease of use and low fees, while others are geared toward experienced traders looking for advanced research and financial tools. Some other good investing apps are designed for trading specific assets, like cryptocurrency or real estate.

Ultimately, choosing the best stock trading app for you will depend on your financial goals, timeline, investment preferences and more. 

Best investment apps by category

  • Best investment app for beginners: Acorns 
  • Best app for active trading: Robinhood 
  • Best app for low cost investing: Fidelity 
  • Best app for investing in real estate: Fundrise
  • Best investing app for education: TD Ameritrade 
  • Best app for sophisticated investors: Interactive Brokers 
  • Best investing app for user experience: E*Trade
  • Best robo-advisor for goal planning: Wealthfront
  • Best money management app: M1
  • Best app for cryptocurrency: eToro
  • Best app for micro investing: Stash

Best stock trading app for beginners: Acorns

Fast facts
  • Account minimum: $0
  • Fees: $3 personal, $5 personal plus, $9 premium per month
  • Assets: Managed portfolio of ETFs (including up to 5% in a Bitcoin-linked ETF)
  • Accounts: Taxable, retirement, cash management, custodial
  • Robo-advisor: Yes

Why we chose Acorns as the best investment app for beginners

For new investors who just want to put their money to work, it’s hard to beat the Acorns investment app. With an intuitive, smart design and no deposit minimums, the platform is clearly focused on reducing barriers to entry. Plus, Acorns will add $20 to your account as soon as you make your first investment.

To get started, choose a pre-made portfolio that aligns with your goals. The portfolios are invested exclusively in ETFs, with the option to include up to 5% of your portfolio in a Bitcoin-linked ETF.

Acorns is known for its round-up feature, which rounds up purchases you make with your credit or debit card to the nearest dollar and invests those excess dimes. Round-up can also give you cash back with more than 450 Acorns partners.

Acorns also offers a checking account with no minimums and fee-free ATM access at more than 55,000 locations. And the Learn section of the platform empowers investors with videos, articles and tips to grow their investment knowledge.

Subscriptions start at $3 per month. Their top subscription, Acorns Gold, costs $12 per month, but it comes with greater customization of your portfolio, a 3% retirement account match, a 50% bonus match on your bonus investment earnings, and higher interest on a savings account.

Acorns is a great fit for investors entering the market who want to learn the basics while using an automated, passive portfolio solution. That said, It lacks more sophisticated robo-advisor features such as tax-loss harvesting, financial tools, and goal-planning components.

Pros

Pros

  • Simple user interface and intuitive design

  • Round-up model makes it easy to invest your spare change

  • Auto-invests your money into ETFs

Cons

Cons

  • Fees can be high for smaller portfolios

Best investing app for active trading: Robinhood

Fast facts
  • Account minimum: $0
  • Fees: None
  • Assets: Stocks, ETFs and cryptocurrencies
  • Accounts: Taxable, retirement
  • Robo-advisor: No

Why we chose Robinhood as the best investing app for active trading

Founded in 2013, Robinhood set out to make it easier for anyone to buy and sell stocks, ETFs, options, fractional shares and cryptocurrencies. You can also buy fractional shares in different companies, rather than a full share. Robinhood will even buy your first stock for you.

Unlike traditional brokerages that charge per trade, Robinhood allows users to buy and sell stocks and other assets without incurring any fees. Investors can make multiple trades without worrying about high costs eating into their profits. Margin trading is also available for users who want to borrow to invest and preserve their cash.

There is an option to enroll in Robinhood Gold, which offers premium features such as 4.5% APY on uninvested cash, larger instant deposits, and Level II market data from Nasdaq. This service costs $5 per month.

Robinhood also offers educational resources and produces financial newsletters so users can stay informed about the markets. The platform also offers real-time market data, customizable watchlists, and detailed charts to help you make more informed trades.

Plus, a live customer support specialist is available to help you at any time.

Pros

Pros

  • Commission-free trades

  • No account minimum

  • Fractional shares for as low as $1

Cons

Cons

  • No mutual funds or bonds

  • Cost of Gold membership eats into APY earnings

Best investing app for low fees: Fidelity

Fast facts
  • Account minimum: $0
  • Fees: $0 for stocks and ETFs. Options and mutual funds carry additional costs
  • Assets: Stocks, bonds, ETFs, mutual funds, options
  • Accounts: Taxable, retirement, cash management, margin, trust, custodial, education
  • Robo-advisor: Option with Fidelity Go account

Why we chose Fidelity as the best investing app for low fees

Fidelity is one of the most recognized names in the industry, thanks to a robust trading experience with surprisingly low fees. Fidelity is also the most popular investment app among Americans, according to our recent survey of investors.

The platform shines as a full-service broker. Investors can open just about any type of account and choose from stocks, bonds, ETFs, mutual funds and options trading. Of note, however, forex and futures trading are missing from Fidelity’s lineup.

Fidelity offers commission-free stock and ETF trading, with thousands to choose from. Options trading is in line with industry standards, costing $0.65 per contract. Broker-assisted trading fees are higher than average at $32.95, however, so it’s best to utilize the online experience to trade.

Fidelity offers a wealth of educational material, helping everyone from beginners to advanced traders learn the nuances of sophisticated investing strategies. Numerous trading tools, calculators and charts empower investors to make better trades. Fidelity Go is also available for investors seeking an automated, passive approach.

The combination of available assets to trade, research, financial tools, customer support and solid user experience impress at the low price point.

Pros

Pros

  • Low costs

  • Various account types and investments to choose from

  • Excellent educational materials, research and tools

Cons

Cons

  • Broker-assisted trading fees are higher than average

Best stock trading app for real estate investing: Fundrise

Fast facts
  • Account minimum: $10
  • Fees: 0.15% annual advisory fees, 0.85% annual management fees for eRIET/eFund
  • Assets: Real estate through REITs
  • Accounts: Taxable, retirement, trust

Why we chose Fundrise as the best app for investing in real estate

Don’t have enough cash for a down payment? You don't need a lot of money to invest in real estate. Fundrise makes it much easier to invest in real estate through real estate investment trusts (REITs).

The Fundrise app offers several real estate portfolios geared toward different investing goals. The minimum investment requirement varies greatly depending on the portfolio tier, beginning at $10 for the Starter Portfolio and reaching $100,000 for the Premier level.

Fundrise provides asset reports, letters to its investors, notices of dividends received, and tax document releases directly in the app. You can also explore your portfolio performance by year, all-time and time-weighted, plus real-time data.

Fees are on the higher side, though the investment strategy isn’t directly comparable to most competitors.

Fundrise recommends investing for a minimum of five years, and requires you to submit a liquidation request in order to redeem your shares. Real estate investments aren’t as easily accessible (or liquid) as other assets.

Pros

Pros

  • App is intuitive and allows you to easy fund investments

  • Access to the real estate market with a low starting investment

Cons

Cons

  • Not for short-term investors

Best app for education: TD Ameritrade

Fast facts
  • Account minimum: $0
  • Fees: $0 for stocks and ETFs. Options and mutual funds additional cost
  • Assets: Stocks, bonds, ETFs, options, futures
  • Accounts: Taxable, retirement, cash management, margin, trust, custodial, education

Why we chose TD Ameritrade as the best app for investing education

TD Ameritrade provides an unrivaled catalog of educational content that caters to investors of all experience levels. The quality of the content is outstanding, whether you prefer long-form articles, podcasts, videos, tutorials or webinars.

It's the second most popular investment app among Americans, according to our recent survey. It’s a well-rounded investing platform overall, boasting an extensive range of trading tools, asset options and account choices as well as handy user support.

The Immersive Curriculum area of the portal is one of the most comprehensive educational experiences out there, covering everything from executing trading strategies to concepts like learning fundamental analysis.

Investors also have access to financial calculators and goal-planning tools that help ensure they’re on track when pursuing their preferred investing approach. Client support center is outstanding as well. Investors will find consistent, quick responses via phone, email or chat.

While a few features are missing from this investing app, such as direct crypto access, you’d be hard pressed to find another platform that provides such a deep archive paired with a rich suite of tools.

Pros

Pros

  • Extensive catalog of multimedia educational content

  • Easy access to calculators and goal planning tools

  • Responsive client support center

Cons

Cons

  • Can't trade complex options

Best app for sophisticated investors: Interactive Brokers

Fast facts
  • Account minimum: $0
  • Fees: $0 for stocks and ETFs on Lite platform. $0.0005 to $0.0035 per share on Pro. Other assets have additional charges.
  • Assets: Stocks, ETFs, mutual funds, options, futures
  • Accounts: Taxable, retirement, cash management, margin, trust, custodial, education

Why we chose Interactive Brokers as the best app for sophisticated investors

Interactive Brokers shines as a powerful trading platform that empowers sophisticated traders with all the tools to pursue investment strategies that often involve on frequent trading.

Interactive Brokers Lite is geared toward investors who are less concerned with getting the most precise order routing execution, while Pro is built for large order quantities and features a pricing menu that reduces with volume.

Interactive Brokers offers a downloadable version, the Trader Workstation, and a robo-advisor under Interactive Advisors.

Users can trade practically any asset in practically any kind of account while leveraging some of the most powerful charting, research, analysis and calculating tools available in the industry. Backtesting capabilities are provided so investors can fine-tune the nuances of their trading strategies before going live in the market.

The sheer volume of features can make the experience overwhelming for beginners, and educational material and support options are also relatively limited.

Pros

Pros

  • Backtesting capabilities

  • Users can trade practically any asset type

  • Powerful charting, research and analysis included

Cons

Cons

  • Number of features can be overwhelming for beginners

  • Educational material is limited

Best investing app for user experience: E*TRADE

Fast facts
  • Account minimum: $0
  • Fees: $0 for stocks, ETFs and mutual funds. Options, bonds and mutual funds additional cost
  • Assets: Stocks, ETFs, mutual funds, options, bonds, futures
  • Accounts: Taxable, retirement, cash management, margin, custodial, education
  • Robo-advisor option

Why we chose E*TRADE as the best investment app for user experience

Whether you gravitate to their apps or their website, E*TRADE prioritizes a smooth, intuitive flow without sacrificing the ability to make complex trades quickly.

The platform pairs its dynamic user experience with a diverse collection of trading amenities, research content, analysis, charting functionality and investment options, designed to meet investors of every level and trading disposition.

The experience can be tailored to an individual’s experience level, as both passive investors using ETFs for long-term investing and active traders will feel equally at home.

Users can also choose from a robo-advisor management option, Core Portfolios.

The educational section of the E*TRADE investment app has been refreshed with up-to-date content. It contains a wide range of materials that is easy to navigate.

E*TRADE is also the third most popular investment app among Americans, according to our survey of investors. However, it does not offer some features you might expect from a sophisticated trading platform, like direct cryptocurrency exposure and international exchange trading.

Pros

Pros

  • Intuitive user experience that can be tailored to your investing level

  • Large education section that is easy to navigate

  • Option for robo-advisor

Cons

Cons

  • No cryptocurrency exposure or international exchange trading

Best app for goal planning: Wealthfront

Fast facts
  • Account minimum: $1 for cash accounts, $500 for investment accounts
  • Fees: 0.25% annually for investment accounts
  • Assets: Portfolios built with ETFs, crypto funds, stocks (for accounts $100K+)
  • Accounts: Taxable, retirement, cash management, custodial, education

Why we chose Wealthfront as the best investing app for goal planning

Wealthfront stands out in the robo-advisor space for its features that allow you to identify your financial objective and make a plan to get there. Plus, it has a wide range of customizable, automated portfolio solutions.

Wealthfront offers more pre-built portfolio varieties than many robo-advisors. The Classic portfolio is a low-cost index fund with a globally diversified portfolio. Their Socially Responsible portfolio is designed around equity, diversity and sustainability. Investors can also allocate up to 10% of their portfolio to cryptocurrency.

One of its unique features is automated, daily tax-loss harvesting implemented through Wealthfront’s proprietary algorithm. It also automatically rebalances ETF weighting when it strays too far from the original allocation.

Wealthfront offers many ways to keep financial goals directly from your dashboard. You can set and track a goal such as retirement, a large purchase or buying a home. You can fine-tune your portfolio with interactive sliders and even link external accounts for a holistic sense of your progress.

Pros

Pros

  • Set and track your financial goals from your dashboard

  • Connect outside accounts for a holistic view of your investments

  • Simple features to select a portfolio with ability to customise

Cons

Cons

  • No human financial advisors

Best app for money management: M1

Fast facts
  • Account minimum: $50 ($500 for retirement accounts)
  • Fees: No management fees or commissions (other fees may apply)
  • Assets: Portfolios built with stocks and ETFs
  • Accounts: Taxable, retirement, cash management, trust, custodial

Why we chose M1 as the best investment app for money management

M1 offers a rare combination of automated portfolio management paired with extensive customization. This feature fits a niche in the industry for users who prefer to have more fine control over their strategy, but don’t quite want to go all-in on managing a portfolio themselves.

More than 60 pre-built portfolio slices, or “pies”, are available to choose from and can be combined to make up an allocation that aligns with your preferred approach. These pies fall into seven categories:

● General investing; Responsible investing; Retirement; Income earners; Hedge funds; Stocks and bonds; and Other strategies,

Where M1 really differentiates itself is in its money management product. M1's digital banking options include a credit card and a feature that automatically allocates your money toward your goals.

Pros

Pros

  • Pre-built portfolios offers lots of investment options

  • Cash management tools help automate your investing goals

Cons

Cons

  • Financial planning and advisory services not available

Best crypto investing app: eToro

Fast facts
  • Minimum deposit: $100
  • Fees: 1% fee for buying or selling crypto assets
  • Assets: Cryptocurrency, Stocks, ETFs

Why we chose eToro as the best app for investing in crypto

eToro is a cryptocurrency trading and investing brokerage that’s ideal if you're looking to learn about digital currencies as well as invest in stocks and ETFs. It also has a unique CopyTrade feature that lets you mimic the top investors on the platform for a more socially-driven experience.

Overall, eToro is flexible, easy-to-use, and competitive with both brokers and crypto exchanges. However, it doesn't support certain asset classes you might expect from an online broker.

Our eToro review is covering everything this platform has to offer, the fees, and how to decide if it's worth using.

Pros

Pros

  • eToro provides simple and easy-to-use web and mobile platforms.

  • Trade crypto, stocks, ETFs all from the same place.

Cons

Cons

  • eToro has more crypto selection than most brokers that support crypto but fewer coins than major exchanges.

  • Currently, eToro isn't available in several U.S. states like Hawaii and New York.

Best micro investing app: Stash

Fast facts
  • Account minimum: $0
  • Fees: $3 per month for the basic plan, $9 per month for advanced features
  • Assets: Stocks, ETFs
  • Accounts: Taxable, retirement
  • Robo-advisor: Yes

Why we like Stash

For new investors, options for growing your wealth can be intimidating, confusing and even discouraging. And when your income level forces you to start small, the uphill climb may seem a little more … uphill.

That’s where Stash comes in. The app combines automated portfolio building with a do-it-yourself approach that’s both educational and empowering. Stash clients can get as involved as they desire or keep it simple and get a roboadvisor’s help.

Stash is great for fractional investing, which means you can invest a few dollars to buy a slice of a share. This allows investors with limited funds to participate in markets otherwise inaccessible due to the high cost of entry.

Stash allows you to round up1 everyday purchases to the nearest dollar. As soon as your spare change reaches $5, the money is sent to your investment account.

The app’s fees are kept low, in part, because personalized guidance comes from robo advisors rather than humans. However, there are two drawbacks: The app’s Smart Portfolios lack tax-loss harvesting, and Stash doesn’t offer automated management of IRAs.

Pros

Pros

  • Low fees

  • Roundups offer a unique and painless way to invest

  • Offers do-it-yourself or automated investing

Cons

Cons

  • Personalized guidance comes from robo-advisors

Quick comparison of the top investment apps

Best for
App
Account minimum
Fees
Assets
 Beginners
$0 to start an account, $5 to start investing
$3 personal, $5 personal plus, $9 premium per month
Managed portfolio of ETFs
Active trading
$0
$0
Stocks, ETFs, crypto
Low cost
$0
$0 for stocks and ETFs
Stocks, bonds, ETFs, mutual funds, options
 Education
$0
$0 for stocks, options and ETFs
Stocks, ETFs, options
Sophisticated investors
$0
$0 for stocks + ETFs on Lite. $0.0005 to $0.0035 per share on Pro
Stocks, ETFs, mutual funds + more
User experience
$0
$0 for stocks and ETFs
Stocks, ETFs, mutual funds + more
 Goal planning
$1 for cash accounts, $500 for investment accounts
0.25% annually
Portfolios built with ETFs
Money management
$50 ($500 for retirement accounts)
No management or commission fees
Portfolios with stocks, ETFs
Real estate investing
$10
Annual 0.15% advisory fee, 0.85% management fee
REITs
 Cryptocurrency investing
$100
1%
Cryptocurrency, Stocks, ETFs
Micro investing
$0
Growth Plan: $3/month; Stash+ Plan: $9/month
Stocks, ETFs, cryptocurrency

What is an investment app?

An investment app is a modern-day online financial tool that allows users to buy, sell, and manage investments via smartphones or tablets. Designed with user-friendly interfaces, these apps offer a range of services including stock trading, portfolio management, and financial education, making investing accessible to novices and seasoned investors alike.

Many apps offer low or no fees, real-time market data, and customizable features, encouraging informed financial decisions. With secure and convenient access to financial markets, investment apps are revolutionizing the way individuals participate in wealth creation and management.

How to choose the best investment app

Choosing the best investment app requires careful consideration and personal financial goals. Start by identifying your investment needs and risk tolerance. Look for apps with low fees, diverse investment options, and strong security features.

User-friendly design and educational resources are crucial for beginners. Read user reviews and consider apps with reliable customer support. Ensure the app is regulated by relevant financial authorities to secure your investments from potential fraud. 

Finally, compare features and choose an app that aligns best with your investment strategy, ensuring a seamless and productive investment experience.

How much money do you need to start trading with investment apps?

The initial capital to start trading with investment apps can vary widely. Some apps allow you to start investing with as little as $1, focusing on making investment accessible to everyone. The “roundup” class of apps can make micro investing even easier by rounding up purchases to the nearest dollar and then diverting that amount to the user’s portfolio.

Others may have a minimum deposit requirement ranging from $100 to $500 or more, particularly for professional trading platforms. Additionally, several apps offer fractional shares, allowing you to invest in high-value stocks with minimal amounts. 

It’s crucial to consider not just the minimum deposit but also transaction fees, service charges, and the cost of purchasing the assets you’re interested in. 

What can you trade with investment apps?

Investment apps offer a diverse range of assets to trade, catering to various investment strategies and risk appetites.

Stocks: Apps allow users to trade individual stocks from various companies, providing opportunities for ownership and dividends.

ETFs and mutual funds: These diversified investment vehicles pool money to invest in a collection of stocks or bonds, minimizing risk through diversification.

Cryptocurrencies: Many apps facilitate the buying, selling, and management of digital currencies like Bitcoin and Ethereum, appealing to those interested in alternative assets.

Options and futures: Advanced investors can trade contracts that bet on the future prices of assets, potentially yielding high returns.

Commodities: Some apps offer trading in physical goods like gold, oil, and agricultural products, offering inflation protection.

Bonds: Investors seeking stable, lower-risk assets can opt for bonds, representing loans made to companies or governments.

Forex: The foreign exchange market, where currencies are traded, is accessible through specialized apps, allowing for significant leverage.

Can you lose money using an investment app?

Whether you use an app, a bank, or a brick-and-mortar investment house, investing involves risk. Losing money is a real possibility since the value of investments can fluctuate due to market conditions, economic changes, or company performance, potentially leading to losses. Investment apps don’t increase or decrease your risk.

Where investment apps might carry an advantage is in their education resources. Many of the apps highlighted here have significant libraries describing their investment types and helping new investors make smarter choices. Opting for investment apps with robust educational resources won’t necessarily reduce your risk, but they can make you an informed investor.

Survey: What investment app do you use?

With so many investment app options these days, we wanted to know which apps are the most popular among those who are currently investing in stocks. 

Here’s what we found in our recent survey:

  • The majority of Americans aren’t currently using any investment app.
  • The most popular investment app being used was Fidelity, followed by TD Ameritrade. 

Moneywise commissioned a survey of 2,000 Americans who are currently invested in stocks. The survey was conducted April 9-10, 2023. 

  • Methodology: How we chose the best investment apps

    +

    The best investment apps rankings are determined by the Moneywise editorial team and are based on factors and features that everyday users care about most. We adhere to strict standards of editorial integrity to help you make decisions with confidence. The best investing apps featured in this article were independently selected, but please be aware that some products and services linked in this article are from our sponsors.

    Moneywise rates products and services on a sale of 1 to 5 stars, where 5 stars is the best rating possible. Ratings are rounded up to the nearest 0.5 of a star.

    Our investing apps rating system is based on the factors that mean the most to the everyday user. These factors include: account minimums, account fees, trading costs, account types, portfolio and asset types, tools and educational materials, customer support, app user experience

    We collect data from providers' websites, by using the services and watching demonstrations as required. The data is analyzed and the result is a star rating. Each factor is weighted depending on the category in which the product is being evaluated, in order to ensure it meets the needs of different users like beginners or advanced users.

    Our goal is to provide an independent review, and give you the information you need to make a decision on which service is best for you.

    For more information, read our complete review methodology.

FAQs

  • 🔒 Are investing apps safe?

    +

    Most popular investing apps and platforms provide robust security features to keep your personal information and data secure. Check for features like two-factor authentication, encryption to help keep your data, your investments and your identity secure. It is also worth noting if the company is registered with the Securities and Exchange Commission, or Financial Industry Regulatory Authority.

    The Securities Investor Protection Corporation (SIPC) also provides coverage for investors in the form of returning client assets (up to $500,000, or $250,000 for cash) in the event a member brokerage firm fails.

    Of course, investing apps do not protect you from normal investment risk, including risk of loss. Educational material on investing platforms can help to ensure you understand the risk involved with the market and your particular choice

  • 📈 What assets can you trade on investment apps?

    +

    Whatever asset you might be interested in, you can probably find an investment app that will help you buy it

    Full-service brokers provide the most broad-ranging options, with the potential to trade stocks, bonds, ETFs, mutual funds, options, futures, forex, crypto and more. More advanced account types, such as margin accounts, are also available for use.

  • 🪙 Can I invest in crypto using an investment app?

    +

    Crypto is becoming more commonplace on robo-advisor platforms and full-service brokers, with the app Robinhood being one popular example.

    However, not all platforms support digital currency, and even those that do won’t support every coin out there.

    Check each platform’s website to confirm it offers the coins you care about before signing up.

  • 🙋‍♂️ Can you have multiple investment apps?

    +

    There’s no limit on how many investment apps you can use.

    And given the growing, expansive range of investment offerings and niches, there’s a chance multiple investing apps may be needed to fulfil your portfolio vision.

    You may decide to test out a variety of options to ensure you find one or more platforms that align with your needs.

    However, it can be challenging to efficiently manage your investing strategy with multiple apps, so typically fewer apps are better than many.

  • 📱 How do I use an investing app?

    +

    The best investing apps leverage innovative technology to provide a streamlined, seamless experience.

    You start by signing up for the service via their website, or by downloading the app via your device’s app store.

    When signing up for an app, you’ll be asked to provide personal information to confirm your identity. This might include your social security number, date of birth and gender. Some may ask to verify your identity by supplying a photo of your government-issued ID, such as a driver’s license or passport.

    You’ll also set up two-factor authentication, either with your email address or phone number. This is to protect your account from hacks and identity theft.

    You’ll likely be asked about your financial background, including your annual income, the value of your investable assets. You may also be asked about your life goals, investing objectives and even do a survey to gauge your risk tolerance.

    Once you’ve filled out this preliminary information, you’ll be prompted to link a bank account to your profile so you can make secure deposits and withdrawals.

    Then, from the menu of available options, you can choose an investment that aligns with your goals and start filling up your portfolio in just a few clicks.

M1 Invest disclosure: The opinions expressed are solely those of the authors and do not reflect the views of M1. They are for informational purposes only and are not a recommendation of an investment strategy or to buy or sell any security in any account. They are also not research reports and are not intended to serve as the basis for any investment decision. Prior to making any investment decision, you are encouraged to consult your personal investment, legal, and tax advisors. 

M1 Finance, LLC does not charge commission, trading, or management fees for self-directed brokerage accounts. You may still be charged other fees such as M1’s platform fee, regulatory fees, account closure fees, or ADR fees. For a complete list of fees M1 may charge visit M1 Fee Schedule.

Stash disclosure: Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value. Paid client testimonial. Not representative of all clients and not a guarantee. View important disclosures.

Stash has full authority to manage a Smart Portfolio, a discretionary managed account. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Stash does not guarantee any level of performance or that any client will avoid losses in their account.

2 This Program is subject to terms and conditions. In order to participate, a user must comply with all eligibility requirements and make a qualifying purchase with their Stock-Back® Card. All funds used for this Program will be taken from your Stash Banking account.

Jing Pan Investment Reporter

Jing is an investment reporter for MoneyWise. He is an avid advocate of investing for passive income. Despite the ups and downs he’s been through with the markets, Jing believes that you can generate a steadily increasing income stream by investing in high quality companies.

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