Important Message
We thank you for allowing us to be part of your financial journey.
Folio Investments, Inc. has discontinued its self-directed investment offering and made arrangements to transfer accounts to Interactive Brokers LLC, as described on this site and in emails to customers in December 2020.
For accounts that are no longer on our platform, please note that any dividends and interest payments received by us and attributable to your account will be transferred to your new firm.
You can continue to access the following documents by logging on to our site:
If you notified us that you would transfer or close your account(s), but have not done so by January 29, 2021, thereafter your account(s) will be restricted to sell transactions only and you will be charged the published account transfer fee of $100 per account when you transfer your account(s) to another firm. Your account(s) will also be subject to all other applicable fees after this date. You will not be permitted to maintain your accounts with us.
If your account(s) were transferred to Interactive Brokers and you have questions, please contact them at 1-877-442-2757 or visit www.interactivebrokers.com/folio.
If you transferred your account(s) elsewhere, please contact your new firm directly with any inquiries.
We’re the brokerage that’s been revolutionizing online investing since 2000. We build better investors.
For us, it’s a matter of principle. Five, specifically.
These principles change lives. So we designed our entire brokerage platform around them. We think there’s no better way to invest.
Innovation that works for you. Only at Folio.
Folio has been an innovator since 2000, with 20 issued patents and more to come. We pioneered online account opening when others still insisted on paper. We were the first to use fractional shares in portfolio trading, and the first to allow dollar-based investing in stocks. We were the first—and still the only to our knowledge—to provide flat-fee pricing. And we’re the only brokerage to offer patented tax management tools to all investors.
Here are a few examples of what you get at Folio:
Ready to go?
Our customers speak for us.
We’ve been quietly changing how America invests since 2000. Don’t just take our word for it. See what our customers have to say.