60-day free trial of the Folio Unlimited Plan with up to 2,000 commission-free window trades every month. No obligation.1
Unlimited folios, unlimited accounts, free access to over 160 pre-made Ready-to-Go (RTG) folios. No minimums.
Any combination of up to 100 stocks, ETFs, and mutual funds in each folio.
Freedom to buy any security–even if it’s less than a full share.2
Invest in bundles of stocks, ETFs, and mutual funds that you can trade in a single transaction.
Choose from many different individual, joint, retirement, trust, and business accounts.
Invest in almost all U.S.-listed stocks and ADRs.
Include ETFs in any folio as easily as you would a stock.
Choose from over 1,100 mutual funds.
Extended FDIC and SIPC insurance for cash you hold.
Dollar-Based Investing & Fractional Shares
Invest the exact amount of money you want, in any security you want–even if it’s less than a full share.
Security Exclusions & Filters
Create your own or apply ready-made security filters to reflect your investing style or social preference.
Tax Management Tools
Use automated tax strategies and our patented Tax Football™ to achieve tax outcomes you want.
Ways to Trade
Use patented window trades for commission-free investing–or opt for market, limit, stop, and stop-limit trades.
Set target weights, rebalance, and trade your entire folio all at once, instead of working with one security at a time.
Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts.
Test investment strategies and try out platform features without using real money.
Look up security symbols and view company news, recent quotes, analyst ratings, and more.
See how your investments perform over time and compare against key market indices and benchmarks.
Privacy & Security
We work hard to keep your information and money safe. We also provide FDIC, SIPC, and additional private insurance.