NerdWallet Comprehensive Review Process գնահատում Classifies the largest US brokers and robot consultants by assets under management, as well as industry players, using a comprehensive, repetitive approach. Our goal is to provide independent evaluators of suppliers to help you equip you with information to make sound, informed judgments that best meet your needs.


We collect data directly from suppliers առաջին perform first-hand tests և observations through supplier demonstrations. Our process begins with sending detailed questionnaires to suppliers to complete. The questionnaires are designed to generate equally favorable and unfavorable responses from suppliers. They are not designed or designed to deliver predetermined results. Questionnaire responses, along with product demonstrations, supplier staff interviews, and practical research by our specialists, facilitate our property appraisal process, which evaluates each supplier’s performance on more than 20 factors. The end result gives star ratings from poor (one star) to excellent (five stars). Ratings are rounded to the nearest half star.

Estimates vary by type of provider, but in each case are based on weighted average factors that include, but are not limited to: consultants, educational resources և tools, balancing և tax deduction options ների customer support, including branch access, user-friendly technologies և mobile platforms.

Each factor may include an assessment of different sub-factors. For example, when evaluating investment options offered by robot consultants, 80% of the rating is based on the potential for diversification (how well the investment portfolio can be diversified) combined with the availability of specialized portfolios մակարդ individualization level. for investors. The Ense cost ratio is an additional 10% of the grade, and the lower management fee is the remaining 10%.

The weight of each factor is based on our team’s assessment of which features are most important to consumers և which influence consumer experience in the most meaningful way. Factors considered և How those factors are weighted varies depending on the category of suppliers under review.

Supplier categories include: The best brokers for stock trading, the best brokers for beginners, the best brokers for day trading, the best brokers for options trading, the best discount brokers, the best brokers, the best investment programs, the best brokers for pennies, the best IRA , Best Robo-Consultants, Best Financial Advisers, Best Real Estate Platforms, Best ETF Brokers լավագույն Best Mutual Fund Brokers.

The writers և editors conduct our mediator և robot consultant on an annual basis, but are constantly updating throughout the year. We keep in touch with suppliers frequently և highlight any changes to offers.

The review team includes experienced writers, researchers, and editors who cover stocks, bonds, mutual funds, index funds, exchanges, alternative investments, socially responsible investments, financial advisors, retirement և investment strategies on a daily basis. In addition to NerdWallet, the work of our team members has been published in The New York Times, The Washington Post, Forbes, USA Today, Bloomberg News, Nasdaq, MSN, MarketWatch, Yahoo! Finance և other national և regional media.

The combined experience of our Investment team is embedded in our review process to ensure a reasonable evaluation of the supplier’s products and services from a customer perspective. Our writers and editors combine more than 70 years of in-depth finance experience, from a former Wall Street Journal reporter to a former senior financial advisor to Merrill Lynch.

While NerdWallet partners with many of the revised providers, we manage potential conflicts of interest by keeping the content between our content and our business. This wall is designed to prevent our writers և review process from having an impact or impact on our business partnerships. In this way, all reviews can provide an unbiased review that serves the interests of our users. See the NerdWallet editorial guide for more information.