Winners announced at the Digital Wealth Awards 2023


TC Marketing


June 2, 2023



Min Read

Celebrating brokerage brands driving change for today’s investors

Taking place at the Viceroy Hotel in Chicago on May 25th, the Digital Wealth Summit gathered over 35 leading online brokerage and wealth brands across North America. Hosted by Trading Central, the event provided the opportunity for senior leaders to  decompress the latest research and share experiences to move the industry forward in the best interest of today’s self-directed investors. 

Following a day of insightful discussions, keynotes and panes, the award ceremony closed the business session and honored the brands making strides in key themes associated with positive investor experiences. 

Powered by Refinitiv, winners were determined in advance. The full North American market was scanned for key platform functionality and weighed against a transparent set of criteria by an independent panel of judges. This panel included:

  • Luke Jacobi, Benzinga
  • Lorenzo Vignati, Investment Trends
  • Theresa Carey, CareyOnInvesting
  • Rob Carrick, The Globe and Mail
Headshot of each of the judges with their name, position and company logo


Theresa Carey presenting the Personalization Awards to Merrill Edge and ScotiaiTrade' person accepting award and people clapping

Below are the 2023 winners and runner ups across each category: 

One-Stop-Shop Platform: Awarded to a brokerage providing investors an immersive financial experience within one platform.

  • Winner: Stash 
  • Runner Up: Charles Schwab 
First Place: Stash ; Runner-Up: Charles Schwab

Best ESG Investing: Facilitating success through diverse asset selection, high-quality research and supportive education. 

  • Winner: Fidelity Investments
  • Runner Up: ScotiaiTrade
First Place: Fidelity Investments ; Runner-Up: ScotiaiTrade

Best for Active Trader: Supporting traders through efficient order entry, charting and research, customer support & more.

  • Winner: TD Ameritrade
  • Runner Up: Questrade
First Place: TD Ameritrade ; Runner-Up: Questrade

Most Supportive Experiences: Supporting customers with approachable onboarding, meaningful outreach and access to support.  

  • Winner: Tastytrade
  • Runner Up: J.P.Morgan
First Place: tastytrade ; Runner-Up: JP Morgan

Best for New Investors: Paving the path through supportive onboarding, education and intuitive functionality.   

  • Winner: Robinhood
  • Runner Up: Webull
First Place: Robinhood ; Runner-Up:Webull

Best Personalized Experience: Supporting tailored experiences through goal-setting, product features, meaningful nudges and customizability.  

  • Winner (tie): Merrill Edge 
  • Winner (tie): ScotiaiTrade
First Place: ScotiaiTrade ; Runner-Up: Merrill Edge


Investor's Choice: Powered by Benzinga pubic voting

  • Winner: E*TRADE
  • Runner-Up: thinkorswim by TD Ameritrade

Recently rebranded from the Online Broker Summit, this is Trading Central’s 13th edition of the event - creating a welcoming environment to interact with like-minded professionals and connect with industry peers.

Congratulations to the winners!

More about the Digital Wealth Summit:

More about Trading Central: 

Trading Central has been supporting investment decisions through the world's most admired brokerage and wealth tech brands since 1999. As a one-stop shop for quality financial research, we offer a diverse analytical scope, unique fusion of AI and analyst expertise, and 24H multi-asset global coverage all rolled into beautiful user interfaces. Learn about our award-winning, embeddable research solutions:

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