I want to start investing. 

 
 

I want to start investing.

Do you have any debt? 

Need a hint? Click the magnifying glass.

 

Yes. 

I want to start investing.

Is the interest you pay 8% or higher?

Learn why the rate of interest is important

 

I want to start investing.

Yes. 

Yes. 

 

I want to start investing.

No.

Let's set up your Emergency Fund

 

I want to start investing.

No.    

Your goal: To earn the highest interest rate on your savings net of (after) any fees.

 

When evaluating offers:

  • Ask if you will pay a fee for:

    • Low balance

    • Inactive account

    • ATM withdrawals 

  • Check if Direct Deposit (automatic) of your paycheck waiives (cancel) any monthly fee. 

 

  • Balance (subtract) any cost for the account against the interest you will earn to find the best net result for you. 

See competing offers all in one place.

Save time, save money, choose confidently.  

 

I want to start investing.

Time Horizon

 

I want to start investing.

Building a Portfolio

 

I want to start investing.

Do you want to engage in 

Socially Responsible Investing? 

Achieve good returns + social good 

 

I want to start investing.

Step 1: Open a Brokerage Account

You can choose to open an online brokerage account or a brokerage account with a financial institution 

 

Sign-up to see competing offers all in one place.

Save time, save money, choose confidently.  

 

I want to start investing.

No.

Do you want to invest via a Robo Advisor or Auto-Investing App? 

What is a Robo Advisor?

Robo Advisors & Auto-Apps  Comparison

 

I want to start investing.

No.

Let's set up your Robo Account or Investing App

Yes.

 

I want to start investing.

No.

No.

Do you want your investments managed by an Advisor?  

Costs & Benefits of an 

Advisor & How to Choose

Yes.

 

TIPS & ACTION STEPS  

Key Considerations When Investing 

1.    How much can you afford to invest?  (Budgeting, Saving, Debt)

2.    In what type of investment (asset) are you interested?  (Stocks, MF, ETF, Crypto, RE Partners) 

3.    Your personal answers to key factors. (Risk /Reward Balance, Time Horizon, Goals) 

 

4.    How do you want to start investing?

✓ Do-it-Yourself

✓ Professional Investment Manager

✓ Online investing (computer)

✓ Auto-investing app (smartphone)  (Budgeting, Saving, Debt)

      

Choose a logo or link to get started 

YOUR NEXT STEP 

 
 
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7.  Invest with your bank