“Folio constructs Ready-to-Go portfolios to help investors meet a variety of goals…the company researched the target-date category and developed its own unique approaches…”
Get started by browsing over 100 specifically-designed Ready-to-Go Folios.
No matter where you are in life, we enable you to develop and manage an investment strategy that can help you pursue your goals.
We provide you a solution for a simple way to invest.
Target Date Folios were designed to offer the convenience of target date funds but with better controls, superior results and lower costs.
Designed to optimize 5 Keys to Successful Investing
We offer a variety of account types, from taxable and retirement accounts, to joint, business and investment club accounts.
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.