National Investing Day
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
- 76MU.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.
Client Communications
Client Communications
Templates for email messages and video scripts to encourage your clients to take action.
Leadership Posts
Leadership Posts
Draft articles, ready for your leadership to personalize and share on blogs or LinkedIn.
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
Details
More Content
- Market Practices and Model DocumentationJul 30, 2026
Treasury Clearing Documentation
To provide market efficiency, particularly as more entities come into the clearing ecosystem, SIFMA has convened representatives from both the buy- and sell-side in working groups to develop market standard documentation. Market standard documentation for the “Done-With” model is now available. The “Done-Away” model will require changes to market structure. As part of our efforts, SIFMA’s working groups will identify those needs.
Details
More Content
- Market Practices and Model DocumentationJul 30, 2026
Treasury Clearing Documentation
To provide market efficiency, particularly as more entities come into the clearing ecosystem, SIFMA has convened representatives from both the buy- and sell-side in working groups to develop market standard documentation. Market standard documentation for the “Done-With” model is now available. The “Done-Away” model will require changes to market structure. As part of our efforts, SIFMA’s working groups will identify those needs.