Best Practice Report

The Forrester Digital Experience Review™: US Investing Websites, Q4 2020

Fidelity Leads With A Breadth Of Functionality, While TD Ameritrade Delivers A Strong User Experience

December 29th, 2020
With contributors:
David Hoffman , Madeline King , Amanda Chen , Brandon Shaik , Sam Bartlett

Summary

Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we evaluated those of nine large US investing companies. This report lays out where they excel, where they fall short, and how digital executives and their teams can learn from and improve the experiences they offer investors.

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