AAII Member Discounts
As an AAII member you get discounts on the following products or services:
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Investment Account Manager
is a comprehensive portfolio management and tracking software. The program allows investors to track their investments in one centralized place,
perform comprehensive transaction accounting, create customizable tables, analyze portfolio rebalancing
and allocation and much more.
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Stock Rover
is an online stock research platform that provides a wide range of tools and insights to help you master your investing strategy.
You can screen with over 300 financial metrics, rank stocks according to weighted criteria, analyze your portfolio's
risk and performance, set alerts for important stock activity, directly compare stocks in a flexible table and chart, and so much more.
Stock Rover was named CI Editors' Choice for fundamental stock research two years in a row.
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Conquering the Seven Faces of Risk : Automated Momentum Strategies that Avoid Bear Markets Empower Fearless Retirement Planning by Scott Juds of SumGrowth Strategies focuses on risk reduction as a means to improve returns. Juds starts with the foundation laid by a Royal Society Fellow, a National Medal of Science winner, and a trio of Nobel Laureates for active risk reduction and better returns. The book employs new principles and tools using numerous example strategies and portfolios that anyone can implement and manage with a few trades per year.
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NewRetirement : offers a self-directed retirement planning tool that anyone can use to create and manage their own retirement plan. The online program allows you to see where you stand, see what’s possible, take smart action, monitor and manage your plan so you stay on track. Beyond savings and investing, it allows you to factor in part time work, home equity, Social Security optimization, annuitization, pensions, health care, Medicare and many other elements into a cohesive plan. Additionally, you can access expert help on demand if you need it.
You must sign up for "Planner", (free version) and then AAII members get 20% off PlannerPlus by using this link.
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Discover : AAII has partnered with Discover to provide you access to quality savings products with preferred member APYs designed to help you build wealth and effectively manage your assets.
Through the partnership with Discover, AAII brings you a complete range of deposit accounts: CDs, IRA CDs, Online Savings and Money Market Accounts. Discover savings accounts consistently exceed the Savings National Averages and come with the quality of service AAII members expect. Discover has helpful online account management tools and U.S.-based customer service representatives available 24/7 to assist you.