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Folios

These specialized portfolios of up to 100 stocks, mutual funds, and ETFs give you the benefits of funds with the flexibility of individual stocks. Buy, sell, and customize an entire folio in a single click.

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Window Trading and Fractional Shares

A unique approach to trading: buy and sell in dollar amounts, even in fractions of shares. Trade unlimited folios without worrying about costs.

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Tax Football™

Control your tax impacts. You decide whether you want to realize capital gains or losses or raise cash with no taxes at all.

Rebalancing

As the securities in your folio change in value, we help you avoid the risk that comes from owning too much of some investments and not enough of others. Use our automated settings to maintain the right balance.

Flat-Fee Pricing

Commissions add up and can get in the way of consistently investing in a well diversified portfolio. We clear the hurdles with a pricing plan that gives you unlimited accounts and 2,000 commission-free window trades each month for one flat fee.

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Can we help you get started?

You’re always in control but knowing your investor profile and risk tolerance can help. Use our Folio Wizard® to learn your type and to see folios that might fit.

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Ready to go?

We have over 160 pre-made folios to choose from. Invest in as many as you want or create your own masterpieces. Open your account risk-free and see how easy it is to put the 5 principles to work for you.

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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.

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Noted by the media

Folio Investing has a lofty goal: it wants to make the management of private securities as simple as public ones. If the company succeeds, it can have drastic effects on the private placement and the emerging equity crowdfunding industries by filling a number of clear needs.

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