With the Folio Unlimited Plan,* you can invest in as many folios as you want, in as many accounts as you need, with up to 2,000 commission-free window trades1 each month. There’s no charge for the first 60 days after you fund your account. If you’re not satisfied, then simply close your account. There’s no obligation.
If you’re just getting started, plan to trade fewer than 8 securities each month, maintain smaller folios, or rebalance less often, you can still get discounted trade commissions with our Basic Plan. When you’re ready, you can switch over to the Folio Unlimited Plan at any time, with a single click.
IRA custodial fees and charges for special account services may apply. For a list of such fees, see Special Services & Fees.
Give Folio Investing a try and you’ll understand why we believe we are the easiest and most effective way to manage your investments.
Take your time to decide.
If you are not satisfied during the first 60 days, then simply close your account. No Monthly Fee.1 No Obligation. No Kidding.
Unlimited2 Commission-Free Trades: Trade your entire portfolio or individual stocks, mutual funds, or ETFs in twice daily trading widows with no commissions.
Unlimited Accounts: Open as many IRA, joint, or individual accounts as you need.
Unlimited Portfolios: Choose from over 100 Ready-to-Go Folios built for sectors, geography, or investment styles, or build your own.
1. We won’t begin charging monthly fees until two months after you deposit funds into your account. Charges for special services or market, limit, stop and stop/limit orders will apply.
2. In the extraordinarily unlikely event that you have one or a combination of trading strategies where the total number of securities you trade in windows exceeds the incredibly high threshold of 2,000 in a calendar month we will charge a fifty cent ($0.50) fee for each additional security trade in a trading window over 2,000 in a calendar month which is more than most customers need or want. Most U.S. listed stocks, ADRs and ETFs are available in trading windows. We do not support most Pink Sheet, Bulletin Board or debt securities.