Investor Questionnaire

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Pricing Plans

Whether you’re an experienced investor or just starting out, we offer a plan that suits the way you trade.

Folio Unlimited1 Plan – with FREE Trial! Basic Plan
Unlimited1 Commission-Free trades in twice daily trading windows2
(don’t worry about commissions for managing your well-diversified portfolio)
$4 commission per window trade per security
$3 market, limit, stop and stop/limit orders $10 market, limit, stop and stop/limit orders
Unlimited personal and retirement accounts3
(one fee covers all your accounts—personal, joint, retirement, custodial, revocable trust and more)
Same
No investment or balance minimums Same
Unlimited access to 100+ free Ready-to-Go Folios & Unlimited build your own Folios Same
$29 per month or $290 per year, with 60 Days Free4, 5 $15 per quarter service fee, if 3 or fewer trades in the preceding quarter4, 5

Which pricing plan is right for me?

Open New Account

  1. 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.
  2. Most U.S. listed stocks, ADRs and ETFs available in trading windows. We do not support most Pink Sheet, Bulletin Board or debt securities.
  3. Each account must be associated with the same membership, and the primary social security number on the accounts must be the same.
  4. Charges for additional services, such as IRA custodial account fees, may apply. See Special Services and Fees for standard rates.
  5. Upgrade from the Basic Plan for no charge, and downgrade from the Folio Unlimited Plan for a one-time $4 per security conversion fee (Up to a maximum fee of $29 per conversion).

Prices subject to change.

A Perfect Place for Your Investment Club

Try Before You Buy.
No Obligation. No Kidding.

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.

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Folio Investing Unlimited2 Plan: $29 per month

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.