SEC

Investment products offered through SoFi Securities LLC, member FINRA and SIPC. Active Investing and brokerage services are provided by SoFi Securities LLC. Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. $0 commission applies to online US stock, ETF, and options trades. Options trades carry a regulatory fee of $0.0187 per contract. Only long calls and long puts are currently supported — multi-leg options strategies are not available. Options trading is available in taxable accounts only and not in IRA accounts. Crypto trading involves a 1% spread per trade and is offered through SoFi Bank, N.A. The 1% IRA match requires active SoFi Plus membership at time of deposit; terms and conditions apply. A $25 annual inactivity fee applies to accounts with no login activity for six or more months. A $100 IRA closure fee applies. Uninvested brokerage cash earns interest subject to change. Margin trading is subject to 10.5% annual interest and involves significant risk including the possibility of loss exceeding your initial investment. Investments are NOT FDIC insured, NOT bank guaranteed, and MAY LOSE VALUE.

Investment products offered through J.P. Morgan Securities LLC (JPMS), member FINRA and SIPC. Options trading involves significant risk and is not appropriate for all investors. Options contract fees of $0.65 per contract apply to all options trades. Commission-free online trades apply to US-listed stocks, ETFs, mutual funds, and options only. Other fees and charges may apply including regulatory fees, foreign transaction costs, and bond commissions. Uninvested cash held in the JPMorgan Chase Deposit Account earns interest subject to change without notice. Margin trading is available and subject to interest charges; margin rates vary based on account balance. Investment products are NOT a deposit, NOT FDIC insured, carry NO bank guarantee, and MAY LOSE VALUE. The up to $1,000 transfer bonus offer expires 07/21/2026 — terms and conditions apply. Please review J.P. Morgan's full fee and commission schedule before investing.

Ally Invest Securities LLC is a registered broker-dealer and member of FINRA and SIPC. SIPC protection covers investment accounts up to $500,000 including $250,000 for cash claims. Ally Bank deposits are FDIC-insured up to $250,000 per depositor. Commission-free trading applies to online US-listed stock and ETF trades. Equity options carry a $0.50 per-contract fee; index options carry a $0.35 per-contract fee. Exercise and assignment fees are $0. Uninvested cash in Ally Invest brokerage accounts earns 0% by default — higher rates are available through linked Ally Bank savings accounts via manual transfer. Margin accounts require a minimum $2,000 deposit; margin rates start at 12% for balances under $25,000. Outgoing ACAT transfer fee is $50; IRA closure fee is $25. No annual fee and no inactivity fee. Ally Invest does not offer cryptocurrency trading, futures trading, fractional shares, or paper trading. Managed Portfolio accounts require a $100 minimum and carry a 0.30% annual advisory fee. Forex trading is available through a separate Ally Forex account provided by GAIN Capital (Forex.com). See ally.com/invest for current rates, fees, and terms.

ETRADE Securities LLC is a registered broker-dealer and member of FINRA and SIPC. SIPC protection covers investment accounts up to $500,000 including $250,000 for cash claims. Commission-free trading applies to online US-listed stock, ETF, and equity options trades. Options contract fees are $0.65 per contract, reducing to $0.50 for accounts placing 30 or more trades per quarter. Futures contracts cost $1.50 per side plus exchange and regulatory fees. Mutual funds outside the no-transaction-fee list may carry trading commissions up to $19.99. Uninvested cash earns interest at rates ranging from 0.01% to 0.15% — see current rates at us.etrade.com/pricing-and-rates. Core Portfolios robo-advisor charges a 0.30% annual fee with a $500 minimum. Margin trading involves significant risk and is subject to interest charges; rates vary by balance. No annual fee, no inactivity fee, and no ACH withdrawal fee. ETRADE does not offer direct cryptocurrency trading. Morgan Stanley research and advisory services are subject to separate terms and eligibility requirements. Investment products are not FDIC insured, not bank guaranteed, and may lose value.