Special service fees apply to account activities that are not a regular function of managing your money at Folio Investing. If you have questions about these fees, contact Customer Service.

Wire Transfers Out
Wiring cash from Folio Investing to another financial institution. There is no charge for incoming wires.
 
$30 per wire
Full Account Transfer Out Fee
Applied when you transfer your entire account to another brokerage firm.
 
$100 per account
Partial Account Transfer Out Fee
Applied when you transfer some of the securities (e.g., stocks) in your account to another brokerage without selling the securities.
 
$5 per security ($25 min / $75 max)
Checkbooks
Charge for ordering 25 checks for an account.
Charge for ordering 75 checks for an account.
Charge for ordering 125 checks for an account.
 
$7.50
$10.00
$12.50
Returned Check or EFT
Applied when there is a returned check or failed electronic funds transfer (EFT) request due to non-sufficient funds (NSF).
 
$35 per occurrence
Stop Payment on Check
$35 per check
Check Copy
$20 per check
Check Withdrawal—Standard Mail
You may avoid this fee by using an EFT or writing a check from your account.
 
$20 per check
Express Mail
$30 per mailing, Mon.–Fri. delivery
$45 per mailing, Sat. delivery
Paper Copies of Account Statements & Confirmations
$12.50 per statement or confirmation request
Broker-Assisted Services: Trade or Transfer Requests by Phone
You can avoid this fee by performing these actions online, without broker assistance. We do not provide these services by email.
 
$45 per request
Voluntary Corporate Action
Fee applied per action when you participate in participate in a voluntary tender offer. There is no charge for mandatory actions, such as mergers or acquisitions.
 
$30
Charge for Special Services
Hourly charges apply when you require services not covered by the charges above, such as research requests, manual credit card transactions, and validation for IRA distributions when beneficiaries are not designated or there are no living designated beneficiaries.
 
$100 per hour
($25 minimum charge)
Trading Service Fees
Fees to offset regulatory and transaction costs imposed on brokers relating to sell transactions in certain securities.
 
Adjusted periodically
Account Statement Alert Failure/Bad Email Address Fee
Applied when email alert regarding your monthly statement can not be delivered. You can avoid this fee by simply updating your email address before the end of the month upon receiving a physical letter regarding delivery failure of email alert.
 
$5 per occurrence
IRA Custodial Fee
For each IRA custodial account we will apply this fee annually, or when you close your IRA if this fee has not already been applied for the year.
 
$25 per year
Basic Plan—Account Service Fee
Quarterly fee applied to a customer whose accounts are dormant on the Basic Plan and hold one or more exchange tradable securities. Accounts that only hold private securities are exempt from this fee.
 
$15 per quarter if 3 or fewer trades were made in the preceding quarter on the Basic Plan and the customer’s accounts hold exchange tradable securities
Residual Balance Fee
Quarterly fee applied to closed accounts under closed memberships that still have a balance. This fee or the lesser of the remaining account balance will be charged quarterly.
 
$15 per quarter

Mutual Fund Fees

We currently offer no-load mutual funds. We may impose a commission charge for handling these mutual funds. Most mutual funds have early redemption fees and investment minimums which you can review here. Note that most mutual funds charge management, marketing and administration fees that are deducted directly from fund assets. We receive compensation from certain mutual fund companies for the recordkeeping, shareholder services, and other administrative services that we provide to shareholders of the funds. These shareholder services include transaction processing, settlement of trades, dividend distribution, record maintenance, and distribution of statements, confirmations, prospectuses and other regulatory shareholder documents.

Early Redemption Fees assessed by mutual funds vary by fund. Consult your prospectus for applicable charges.

Note: Other services may be available now or in the future—to see your account-specific pricing, log into your account and view Pricing Plan Details on the Settings page. Prices subject to change.