There will be many more videos to come on how I use each of these investment platforms. Take advantage of the savings below! Make sure to sign up for the newsletter to get notified when a new explainer video comes out or for changes to products that I use.

Disclaimer: The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, investment, legal, or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor, registered investment advisor, legal advisor, or tax advisor. Trading securities, options, futures, and/or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome. He may receive a financial incentive for using the affiliate links. This information is accurate to the best of my knowledge at the time of this video. Please note that investment platforms and features may change over time.

Aaron’s Use Case:

  • Main margin accounts

  • For simple and complex stock trades

  • For options trading

  • For futures and future options trading

Highlights:

  • Wide range of investment offerings

  • Low commissions and fees

  • High interest on cash in account

  • Best margin rates

  • Insured and protected against IBKR insolvency

Receive up to USD $1000 in IBKR stock with referral link, receive $1 of shares for each $100 deposited in first year (Canadian accounts ineligible but link still works).

Referral code with button:

Aaron’s Use Case:

  • Main TFSA and RRSP accounts

  • Secondary margin accounts

  • For simple and complex stock trades

  • For options trading

Highlights:

  • Low stock and ETF fees

  • No annual fees for TFSA and RRSP accounts

  • Professional and easy to use tools

  • Insured and protected against Questrade insolvency

Receive $50 with referral code, must deposit at least $1000 within 60 days.

Referral code to enter: 596025654468152

Aaron’s Use Case:

  • Investment accounts

  • Crypto accounts

  • For simple stock and crypto trades

  • Used primarily for portfolio allocations

Highlights:

  • Fractional shares

  • Commission-free trading in Canada

  • Really simple interface that is great for new investors

  • Excellent educational resources

  • No minimum deposits

Receive $25 with referral link, no minimum deposit required.

Referral code to enter is CX57XQ or use button:

Other Important Accounts

Aaron’s Use Case:

  • Chequing accounts

  • Savings accounts

  • Credit card

  • Personal line of credit

Highlights:

  • No-fee chequing account

  • Competitive interest/loan rates

  • Free cheques

  • Great rewards on credit card

  • Simple and easy to use

Receive $50 to $600 with referral link, deposit of $100 required for $50 and additional details in link for $500 bonus.

Referral code with button:

Aaron’s Use Case:

  • Premium coverage for families plan

  • Registered will

  • Establish power of attorney

  • Record funeral and burial wishes

Highlights:

  • User-friendly interface

  • Affordable options

  • Free updates to documents

  • Convenient to create from home

  • Has a learning centre

Receive 20% discount with referral link, when you purchase a willful plan.

Referral code with button:

Aaron’s Use Case:

  • Malwarebytes premium + VPN plan

  • Protection for computer, iPad, and iPhone

Highlights:

  • Free plan is great for scans on computer and plans are affordable for additional features

  • Malware protection

  • Randsomware protection

  • Web protection

  • Privacy protection

Click button to sign up:

Never miss a change…

Stay up-to-date with the latest tools and accounts that Aaron uses to invest his savings. Upon sign up, you will receive one email with Aaron’s latest setup. You will only receive emails when an update is made to this setup.

Subscribe to Aaron’s YouTube Channel!

Be the first to see any new content that is published on YouTube by subscribing and clicking the notification bell.

Did you find value in this information?

Consider financially supporting Aaron The Passive Investor.