Thursday, May 6, 2021

It's Not Just Robinhood

Interest in stock trading among young investors has soared in the last year, and commission-free trading apps like Robinhood get much of the credit. But the interest has spread far wider, toward older and more traditional players in the brokerage arena. Today, Fidelity said that it added 4.1 million new accounts in the first quarter, 156% more than it gained in the year ago period. Some 1.6 million of those adds came from investors 35 or younger.

Barron's Daren Fonda notes today that Charles Schwab recently reported similar growth for its first quarter, adding 3.2 million new brokerage accounts, more than the firm added in all of 2020. 

Here's more from Daren: 


The results from both Fidelity and Schwab indicate that the market incumbents won’t easily be dislodged by trading apps like Robinhood or the proliferation of commission-free trading across banking and brokerage platforms.


A strong bull market is certainly helping the big discount brokers, along with online communities like WallStreetBets that are encouraging retail investors to try their hand at day trading. Ultra-low interest rates and liquidity being pumped into the market by the Federal Reserve is also stoking more risk-taking.


While it all may have the hallmarks of a bubble, Fidelity, Schwab, and other discount-brokers are enjoying the results.


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