BetterInvesting and Folio Investing’s program for investment clubs helps you save money on one of your biggest expenses: brokerage commissions.
Clubs can use the Folio Investing Unlimited Plan for no annual fee!1 Get unlimited commission-free window trading.2 That’s a $290 per year value.
At Folio Investing, we know one size doesn’t fit all—you need investments that are right for you and we are here to help.
Folio Investing is the online brokerage that gives you the diversification and simplicity of mutual funds with the control, transparency, and tax advantages of owning stock directly. You can trade securities individually just like at other brokerages but you can also trade a whole portfolio in a single transaction.
Just open an account and get your first two window trades each month commission-free, through the end of 2014. Additional window trades are only $4 per security.
You can also choose the Folio Unlimited2 Plan, the easiest and most cost effective pricing plan for you to manage all of your personal investments. For just $29 per month or $290 per year, you receive unlimited2 commission-free window trades in all of your accounts.
1. Applies only to clubs that have paid their annual club dues and have at least four BetterInvesting members.
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.