Check a financial pro on BrokerCheck
Before you hand anyone money to invest, a free 1-minute search shows their licences, job history and any complaints.
- Ask them who they're registered with. If they say they aren't, don't invest.
- Search their name at brokercheck.finra.org, or call (800) 289-9999.
- Click More Details to see their employment history, qualifications and disclosures.
- Compare it with what they told you. Any mismatch is a red flag, including someone pretending to be a real advisor.
Try it now: Look up whoever manages your retirement account or the advisor at your bank. Any disclosures listed?
Next crumbs
- 💵 MoneyCheck that your bank is FDIC-insuredA friendly app isn't always a bank. Check your bank in BankFind and know your deposits are covered up to $250,000.
- 💵 MoneySpot a phishing text or email"Your account is locked, tap here" is the oldest trick going. Four checks catch most of them.
- 💵 MoneyLower your credit utilizationHow much of your credit limit you're using is one of the biggest parts of a credit score.