Just like your checking account is held at a bank, your investment accounts (Roth IRAs, 401(k)s, etc.) are held with a custodian. We love using custodians that have been around for a long time and are established, credible providers. Some include Fidelity, Schwab, and Vanguard.

Unsure how to invest your next dollar? Use our Financial Order of Operations (FOO) to show you how to use your next dollar!