day trial log in menu open new account free 60 day trial log in loading the folio advantage ready to go folios brokerage features pricing about us via folio folio institutional contact us help blog are you investing as well as you can give us a few minutes and let us show you a smarter way . open new account free 60 day trial log in we re the brokerage that s been revolutionizing online investing for 15 years . we build better investors . we won t encourage you to trade on fads or whims to increase our commissions promise fast executions that don t matter give you tools that profess to tell you something when they really tell you nothing we re serious about smarter investing that will work better for you not just us . we re like no other brokerage you know . check our background on finra s brokercheck . 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 . 1 . invest in portfolios with variety and balance . under diversifying could cost you massively 30 % to 50 % of potential lifetime returns .1 if you re invested in just a few securities or funds you re almost certainly under diversified . you can do better . with us you can easily create and manage diversified portfolios that you control . diversification is critical ; mutual funds aren t the answer . 2 . pay less . invest and earn more . 1 % more in expenses costs you 20 % of lifetime returns .2 so we drive down costs at every turn . trade as much as you need in as many accounts as you want and with as many portfolios as you like all for the low flat fee of 29 per month . costs matter you don t have to pay commissions or asset based fees . 3 . tailor your investments to your needs and interests . customize our ready made portfolios build your own or follow an expert s. invest at risk levels sensible for you . exclude stocks you don t want to own . invest in what you know . adjust any way you see fit . have one account for retirement another for immediate needs and even another for speculative investing all commission free and for one flat fee . make it your own . customization gives you an edge . 4 . invest consistently . the average investor loses 2.5 % each year buying and selling at the wrong time .3 it adds up year after year . timing the market chasing winners buying fads it just doesn t work . we let you invest consistently even if it means trading small amounts or fractions of shares . dollar cost averaging periodic rebalancing we have it and encourage it . consistent investing we make it easy . 5 . manage your taxes . it s what you keep that counts . tax loss harvesting can save you a lot of money . but it s only part of the strategy to manage taxes . we give you the rest so you gain even more . our patented tax football identifies securities to sell for the tax result you want . you can harvest tax losses or generate gains to offset losses . or raise cash with no taxes at all . and our state of the art tax lot system gives you tax control all year long . discover the ways our system helps you achieve your tax goals . innovation that works for you . only at folio . folio has been an innovator since 2000 with 19 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 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 . more 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 . more 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 . more 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 . more 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 . more 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 . find out what kind of investor you are ready to go top performing ready to go folios 1 year return latin america 35.68 % internet 5 28.16 % foreign small cap 26.82 % dogs of the dow 22.57 % bric 20.80 % s & p 500 6.94 % updated october 14 2016 past performance is no guarantee of future results . see how returns are calculated view all ready to go folios 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 . open new account our customers speak for us . we ve been quietly changing how america invests for over 15 years . don t just take our word for it . see what our customers have to say . i have been with your company nearly since its beginning and have recommended it to several people i know . it s a very unique method of investing and if it pertains one doesn t need to know much about the company being invested or any technical or fundamental analysis . it has worked for me for several years . richard k. you have a splendidly efficient platform . i have been with you for over 10 years and have always admired your firm for the ease at which i can build a real or watch folio . just a great company and great service . i wish you were public so i could buy the stock joseph m. view more noted by the media folio investing allows you to construct a portfolio of up to 100 individual stocks etfs and mutual funds weighted to your specifications . when you re ready to buy or sell from your folio as it s called the firm will execute the trade for you . folio investing offers a comfortable blend of prepackaged investment folios plus the ability to create and customize your own folios . this can be the perfect mix for the person who wants to control his or her own investment strategies but also wants the option of having access to broker prepared investment packages . 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 . view more for up to 2 000 security trades in windows per calendar month under our folio unlimited plan ; fifty cent 0.50 fee for each additional security trade in a window during that month . what s in your 403 b academic retirement plans and the costs of underdiversification social science research network the arithmetic of investment expenses financial analysts journal bad timing costs investors 2.5 % a year morningstar building better investors since 2000 company about us contact us help center careers legal important disclosures privacy & security financial statement contact toll free 1 888 973 7890 international 1 703 245 5772 fax 1 703 649 6288 email support folioinvesting.com address folio investing 8180 greensboro drive 8th floor mclean va 22102 folio investing on facebook folio investing on twitter folio investing on linkedin 2016 by foliofn inc. all rights reserved . securities products and services made available through foliofn investments inc. member finra sipc .