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FINRA Investment Tools

Military Servicemembers and Families—Investor Tools and More is your source for objective answers, unbiased investing resources and straight-talking financial information and tools. It's a free service of the FINRA Investor Education Foundation—helping you to protect yourself from costly mistakes and learn more about handling your finances. 

Fund Analyzer
Like most investments, mutual funds and Exchange Traded Funds (ETFs) have fees and expenses that are paid by investors. Use this tool to help you compare sales loads, fees and other fund expenses. 

529 College Savings Plan Expense Analyzer
Because 529 Plan fees and expenses can vary widely from plan to plan, we have developed a tool to help you compare fees, commissions and other expenses. 

Database of Professional Designations
This database will help you better understand professional designations and the education and experience requirements necessary for receiving a given designation. 

FINRA BrokerCheck
Learn about the professional background, registration/license statuses and conduct of FINRA registered firms and their registered brokers. 

Accrued Interest Rate Calculator
Accrued interest is the interest that adds up (accrues) each day between payments. Use this tool to determine the amount of accrued interest. 

401(k) and IRA Minimum Required Distribution Calculator
The law requires that you begin to withdraw money from your traditional IRA, 401(k) or other employer sponsored retirement plan by April 1 of the year you turn 70 ?. While you can always withdraw more, the amount you must withdraw each year is called a minimum required distribution (MRD). If you take less than the required minimum, you owe a 50% penalty on the amount you should have withdrawn. Use our MRD calculator to find out what your required withdrawal will be and the rate of return you'll need to earn to maintain your account balance. 

Retirement Calculator

Use this calculator to plan your investing strategy now so that you will have enough to see you through your retirement years. 

Savings Calculator
Use this calculator to see how a consistent approach to investing can make your money grow. Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal. 

Scam Meter
We've all heard the timeless warning "if it sounds too good to be true, it probably is." It?s great advice, but the trick is figuring out when "good" becomes "too good." And if you have a good salesperson—or worse, a dishonest one—it gets really hard. while there's no clear way to know, in just four questions our Scam Meter will help you tell if an investment you are thinking about might be a scam. 

Risk Meter
Use our Risk Meter to see whether you share characteristics and behavior traits that have been shown to make some investors vulnerable to investment fraud. 

FINRA Investor Complaint Center
File an investor complaint with FINRA. 

Frequently Asked Questions
Get answers to commonly asked questions or submit your question to an expert. 

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