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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.

Investor Tools | Calculators | Quizzes, Games & Educational Tools


Investor Tools


FINRA BrokerCheck

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.

Investment Professional Designations

Use this tool to research what it takes to earn and maintain an investment designation—and what the designation’s acronym stands for.

Fund Analyzer

Automatically compare fees and analyze information on over 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds.

529 Savings Plan Expense Analyzer

Enter 529 fees and expenses from plan documents and this tool will analyze them to see how they affect return.

FINRA Market Data

Find market information including stock quotes and information about corporate, municipal, treasury and agency bonds.

FINRA Arbitration Awards Online

Use this tool to research past arbitration awards.

SEC Action Lookup – Individuals

Find out whether a person offering an investment opportunity has been named as a defendant in an action by the Securities and Exchange Commission.

Public Alert: Unregistered Soliciting Entities (PAUSE)

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.


Calculators


Retirement Calculator

Make sure you have enough to see you through your retirement years.

Retirement Estimator

Estimate your actual Social Security earnings record.

401(k) and IRA Required Minimum Distribution Calculator

Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. 

401(k) 'Save the Max' Calculator

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.

Savings Calculator

See how a consistent approach to investing can make your money grow.

Education Savings Calculator

Calculate the amount you must invest each year to have enough money to cover the cost of education.

Loan Calculator

Determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing.

Accrued Interest Calculator

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


FINRA Investor Knowledge Quiz

Test your knowledge with this short quiz.

Con 'Em If You Can

In this interactive strategy game, learn first-hand about the tactics used to perpetrate fraud, so you'll be better able to defend against them.

Moneytopia Game & Tutorials

Try this immersive game to learn more about managing your money while having fun.

Risk Meter

See whether you share traits that have been shown to make some investors vulnerable to investment fraud.

Scam Meter

With just four questions our Scam Meter will help you tell if an investment opportunity might be a scam.