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Broker-Dealer Scorecard

Quantify Your Evaluation!

While you may have considered a few broker-dealers as a ‘Plan B’ alternative, are you sure you have factored in everything that’s important to you?  Use this tool to quantify your most important considerations and solidify your evaluation.


1. Under “Broker-Dealer Comparison”, input up to four broker-dealers you are considering

2. Under Broker-Dealer 1, “Degree of Importance”, rank each category, from the drop-down menu, in order of what is most important to you.

3. Under “Broker-Dealer Grade”, grade each BD from the drop-down menu, from 1-10
(1 = Lowest Grade, 10 = Highest Grade)

4. Compare the “Total Score” from each Broker-Dealer to solidify your evaluation