For banking customers: Merrill Edge
If you are a customer of Bank of America, you can link your online banking account with Merrill Edge easily.
For Roth IRA's and stock slices: Schwab
Don't have a ton of money to start investing, use Schwab's stock slices to get started today.
For Roth IRA's and HSA's: Fidelity
Maximize your investments with easy to set up Roth IRAs and HSAs, along with great investment choices.
For automatic DRIP and savings: Ally
Online bank with the best savings rates available on the market. Easy to use brokerage for DRIP.
Books to Learn Investing
For beginners: 7 Steps to Understanding the Stock Market
Easy walk through of the basics to get you started investing today. Explained in a clear, concise way.
For value investors: The Intelligent Investor
Must read, especially Chapters 8 & 20 concerning margin of safety and Mr. Market.
Learning from the best investors: Richer, Wiser, Happier
Fantastic collection of interviews with some of the world's greatest investors, full of wisdom and insight.
For valuing stocks: The Little Book of Valuation
Want to learn to value companies the right way, start here. Easy to understand examples included.
Tools to Research Stocks
For quick stock screens: Finviz
Hands down the most complete, easy-to-use screener to find investment ideas.
For quick financial metrics: Quickfs.net
Want a quick overview of the financials of a company? This site will give you a quick company snapshot.
For historical financials and charts: Stratosphere.io
Most complete financial aggregator full of charts, KPIs, and other valuable information.
For reading annual reports and publicly filed statements: BamSEC
Must have website for anyone serious about reading financial reports, transcripts, proxies, and more.
Building a portfolio with monthly stock picks: The Sather Research eLetter
Save time with our best research and follow a Real Money Portfolio turning $150/mo to its $1 mil goal.
Template to value a stock with a DIY model: The Little Package of Valuation
Complete package with adaptable DCF, ROIC, and WACC spreadsheets enabling to you value companies.