Even smart investors need help sometimes. We’ve built out teams with some of the most knowledgeable, passionate professionals in the industry to ensure you have someone you can turn to with your most important investing questions.

Broad knowledge. Deep insights.

Our people are extensively trained on the topics that matter most to you and your portfolio. Their diverse backgrounds and concentrated specialties provide you with thoughtful, balanced, and well-informed insights when you need them. You can trust that you are working with someone who has experience in the market and is as passionate about investing as you are.

Specialists in all that we do

Whether you’re looking for a simple fix or step-by-step guidance, we have someone who can help.

Retirement Consultants

Our retirement consultants are here to help you as you plan for retirement and refine your strategy. They can introduce you to solutions and resources that we offer that might be useful for you and are able to assist in the rollover process.

Trade Desk

Our trade desk associates are extensively trained in advanced trading strategies, and many have decades of floor trading experience. They're available day and night to help you with everything from learning the ins and outs of our platforms to providing a Strategy Gut CheckSM, which helps you better understand the potential gains or losses of a trade.

In-Branch Associates

The hard questions feel even harder when you don’t know where to turn. At a Dotfins branch, you can simply ask a neighbor. Stop by to talk in-person and receive a free investment consultation.

Investment Management Services

Whether you’re looking for a managed portfolio recommendation or an in-depth financial review, our range of investment management service professionals give you the power to stay in control of your portfolio, right down to deciding how hands-on you want to be.

Messaging Support

We’re committed to supporting you whenever and wherever you need us. That’s why our team is not only readily available to talk or text by phone, but you can also chat with us online through your go-to platforms, including Facebook Messenger, Twitter Direct Message and Apple Business Chat.

We put our clients first, second and third

From low costs and flexible funding to choosing an account type that suits you, trading with us means having the freedom to make the most of every market opportunity.

Retirement, made real

“In a nutshell, Megan changed my life. The way in which she described where we are, financially, and then articulated both the recommended plan and the steps to get there were masterful. She explains very important and complex concepts in a way that makes people feel smart."

At the trade desk, after hours.

"I was thoroughly impressed by the help I received in after-hours support tonight. Joseph walked me through the main display issue I have been having with my browser and also helped me with an order placement as B/A spreads were making the placement of a limit order problematic."

Compassion, just a call away.

"Since my brother's death, everyone I have needed to talk to has been very caring, helpful, and patient in walking me through the process of finalizing his accounts. In this time of customer service seeming to be going downward, it was truly a joy to talk to people who sincerely wanted to help."

Experience professional service for yourself

From platform questions to long-term plans to the smallest strategy tweaks, we're here to help smart investors get smarter—whenever you're ready, however you'd prefer.

info@dotfins.com

See what set else set us apart

Discover what smart, passionate people make possible. Learn more about our best-in-class tools, award-winning education* and powerful research, all offered for $0.00 commission on online stock, ETF and option trades.**

**Applies to U.S. exchange-listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades, with no exercise or assignment fees.

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