We support individual, joint, IRA, custodial, trust, business, 401(k), and other account types online. more »
You can invest in almost all U.S. listed stocks, ADRs, and ETFs using our platform. more »
We offer a wide selection of mutual funds. more »
We offer expanded FDIC insurance coverage for both principal and accrued interest through a network of Sweep Banks that participate in our FDIC sweep program. more »
We offer margin borrowing for eligible accounts on our platform. more »
Create investment models and subscribe your clients’ portfolios. When you update and sync a model, our system will calculate all of the necessary trades to bring your subscribed client portfolios up to date and execute them at the next window. more »
If you would like to license the model portfolios or strategies you manage to other professionals who use Folio Institutional, our Model Manager Exchange service is the solution. more »