Investor Questionnaire

Find out what type of investor you are and which Ready-to-Go Folios might be right for you.

Find Out Now

Try Us Free. No Obligation.

Try the Folio Unlimited Plan.* It’s FREE for 60 days.

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.

Enjoy discounted trading commissions for more limited investing.

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.

Unlimited Plan*

  • Unlimited personal and retirement accounts2
    (one fee covers all your accounts—personal, joint, retirement, custodial, revocable trust, and more)
  • Unlimited folios with up to 100 stocks, ETFs, and mutual funds in each folio
  • Unlimited access to 160+ free Ready-to-Go folios
  • 2,000 commission-free trades in twice daily trading windows1
    ($0.50 for each additional security trade in a window during that month)
  • No investment or balance minimums
  • $3 market, limit, stop, and stop-limit orders
  • $29 per month or $290 per year3,4

Basic Plan

  • Unlimited personal and retirement accounts2
    (one fee covers all your accounts—personal, joint, retirement, custodial, revocable trust, and more)
  • Unlimited folios with up to 100 stocks, ETFs, and mutual funds in each folio
  • Unlimited access to 160+ free Ready-to-Go folios
  • $4 commission per window trade per security
  • No investment or balance minimums
  • $10 market, limit, stop, and stop-limit orders
  • $15 per quarter service fee, if 3 or fewer trades in the preceding quarter3,4

IRA custodial fees and charges for special account services may apply. For a list of such fees, see Special Services & Fees.

A Perfect Place for Your Investment Club

Try Before You Buy.
No Obligation. No Kidding.

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.

Sign Up!

Folio Investing Unlimited2 Plan: $29 per month

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.