National Investing Day Resources
Summary
SIFMA Resources published National Investing Day informational materials and toolkit on April 6, 2026. The observance, held annually on May 1, commemorates the 1975 SEC decision to eliminate fixed brokerage commissions and highlights investing's role in financial security. Resources include social media templates, client communications, and leadership articles for member firms to use in recognizing the day and supporting financial literacy.
What changed
SIFMA has published a National Investing Day toolkit providing social media templates, client communication materials, leadership article drafts, and logo files for industry use. The May 1 observance commemorates the 1975 SEC elimination of fixed brokerage commissions. Industry statistics highlight that 58% of American households hold stock and 76 million households own equities directly.\n\nThis is an informational industry initiative rather than regulatory guidance. No new compliance obligations, deadlines, or penalties are introduced. Member firms and industry participants may voluntarily use these materials to recognize National Investing Day, promote financial literacy, or engage with investors. No action is required by regulated entities.
Source document (simplified)
- Guides & Playbooks # National Investing Day
Recognizing the Role Investing Plays in Expanding Opportunity April 6, 2026 Issue:
- Financial Literacy
Observed annually on May 1, National Investing Day highlights the role investing plays in helping individuals build long-term financial security and participate in economic growth.
SIFMA invites member firms and industry participants to recognize National Investing Day by sharing educational resources, engaging with investors, or highlighting the importance of long-term investing and access to capital markets.
Invested in America
- 58% American households with stock holdings
- 76M U.S. households own stock
- 42% Share of total direct U.S. equity holdings held by households
National Investing Day Toolkit
Join the industry in recognizing National Investing Day. SIFMA has developed this toolkit with materials firms can adapt for their own communications.
Social Media Posts
Suggested posts for use on LinkedIn, Instagram, and more.
Client Communications
Templates for email messages and video scripts to encourage your clients to take action.
Leadership Posts
Draft articles, ready for your leadership to personalize and share on blogs or LinkedIn.
Logo Files
Open-source logo files for use across your messaging. Guidelines included.
About National Investing Day
Established in 2025 by Charles Schwab, National Investing Day is observed annually on May 1. The date marks the anniversary of May Day in 1975, when the Securities and Exchange Commission eliminated fixed brokerage commission rates, expanding competition and investor access in the brokerage industry.
Supporting Financial Literacy
National Investing Day follows Financial Literacy Month in April.
Organizations interested in supporting financial education are encouraged to learn more about the SIFMA Foundation, which helps students build financial capability skills through programs such as The Stock Market Game™.
Financial professionals can support the Foundation by volunteering in classrooms, judging student essays, or contributing to support financial education initiatives.
The SIFMA Foundation
The nation’s leader in youth financial education, filling critical gaps for communities nationwide since 1977 through a portfolio of acclaimed and innovative programs.
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