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Free Investing Tools

You can create your own stock based index funds called “portfolio pies” with M1 Finance to buy low and sell high through automatic rebalancing and reinvest the cashflow from dividends or direct deposits, all commission free.

To track your spending and assist in your monthly budgeting, check out the free tools from Personal Capital.

For advanced traders who want direct access to exchanges without “payment for order flow” choose Interactive Brokers. I’ve been a customer for over ten years. Earn up to $1,000 in free stock through this link.

I use Axos Bank for its no-fee business account with free bill pay.

When it comes to crypto trading, Phemex is king (read why here).


PRO-TIP: Cash is no longer trash:  The CIT Bank Savings Connect account earns 3.60% (November 30th)!