Custodian Fit Finder
Answer a few precise questions. Get a straight, defensible recommendation.

1) Where will you primarily live and invest?

Select at least one residency option.

2) What do you plan to trade?

Select at least one instrument.

3) Accounts & titling

Tip: If you anticipate nuanced trust/estate admin (multiple trustees, specialty titling), note it.

4) Cash, banking & spending

5) How will you manage the account?

6) Preference check

Your Recommendation

Best Fit
Schwab Score
IBKR Score

Why this result

    Your selections

    Informational only. Features, fees, and eligibility can change. Confirm details with each custodian before opening or moving accounts.