Tools and Calculators
Use FINRA’s tools and calculators to help you make informed financial decisions based on your own personal circumstances and financial needs.
FINRA's 529 Expense Analyzer tool has been retired. To learn more about 529 Savings Plans, check out FINRA’s Investor Alert, 529 Savings Plans—School Yourself Before You Invest.
View our: Investor Tools | Calculators | Quizzes, Games & Educational Tools
Use our free tool to confirm whether investment professionals and firms are licensed. It should be the first resource you turn to when choosing whether to start or continue doing business with a particular person or firm.
Use this tool to research what it takes to earn and maintain an investment designation—and what the designation’s acronym stands for.
Automatically compare fees and analyze information on over 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds. View the fund analyzer resources.
Find explanations of key terms and essential facts about corporate and agency bonds, including recent trade data.
Find market information including stock quotes and information about corporate, municipal, treasury and agency bonds.
Use this tool to research past arbitration awards.
Find out whether a person offering an investment opportunity has been named as a defendant in an action by the Securities and Exchange Commission.
Check out the SEC’s lists of unregistered entities that have been attempting to do business in the U.S., impersonators of actual firms and fictitious regulators.
Make sure you have enough to see you through your retirement years.
Estimate your actual Social Security earnings record.
Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.
Determine if you are on track to "save the max" in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.
See how a consistent approach to investing can make your money grow.
Calculate the amount you must invest each year to have enough money to cover the cost of education.
Determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing.
Interest on a bond accrues between regularly scheduled payments. To find out how much interest is owed on a given bond, use our accrued interest calculator.
Quizzes, Games & Educational Tools
Test your knowledge with this short quiz.
In this interactive strategy game, learn firsthand about the tactics used to perpetrate fraud, so you'll be better able to defend against them.
See whether you share traits that have been shown to make some investors vulnerable to investment fraud.
With just four questions, our Scam Meter will help you tell if an investment opportunity might be a scam.