About this episode

Jess uses a checklist to choose an investing platform and evaluates BetaShares Direct with Matt Fish.

Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them. She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change. It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs. Rather than just talk the checklist in theory, she wanted to run a real platform through it. BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time. There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at. Chapters 00:00 Intro 02:06 What is a brokerage platform? 05:41 What can I actually invest in? 06:54 What are the fees? 09:38 How is my money held? CHESS vs…

People in this episode

Guest: Jess

Topics covered

• investing platforms
• brokerage
• ETFs
• checklist
• beginner investing

Keywords

• investing apps
• brokerage platform
• fees
• tax reporting
• recurring investments

Sponsors

BetaShares Direct

More episodes of Get Started Investing

• I’ve built my ETF Portfolio - what’s next? | Jess Gets Investing · June 1, 2026 · 29 min
• I made my first investments - here’s what I bought | Jess Gets Investing · May 25, 2026 · 23 min
• Too many ETFs to choose from? Here’s how to pick | Jess Gets Investing · May 11, 2026 · 24 min

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