Brokerage Features
Our brokerage is designed to put the 5 principles of smarter investing to work for you. It’s called the Folio Advantage™ because no other brokerage offers this unique combination of capabilities.
60-day free trial of the Folio Unlimited Plan with up to 2,000 commission-free window trades every month. No obligation.1
Unlimited folios, unlimited accounts, free access to over 160 pre-made Ready-to-Go (RTG) folios. No minimums.
Any combination of up to 100 stocks, ETFs, and mutual funds in each folio.
Freedom to buy any security–even if it’s less than a full share.2
Build
Folios
Invest in bundles of stocks, ETFs, and mutual funds that you can trade in a single transaction.
Account Types
Choose from many different individual, joint, retirement, trust, and business accounts.
Stocks
Invest in almost all U.S.-listed stocks and ADRs.
ETFs
Include ETFs in any folio as easily as you would a stock.
Mutual Funds
Choose from over 1,100 mutual funds.
Cash Management
Extended FDIC and SIPC insurance for cash you hold.
Dollar-Based Investing & Fractional Shares
Invest the exact amount of money you want, in any security you want–even if it’s less than a full share.
Customize
Security Exclusions & Filters
Create your own or apply ready-made security filters to reflect your investing style or social preference.
Tax Management Tools
Use automated tax strategies and our patented Tax Football™ to achieve tax outcomes you want.
Ways to Trade
Use patented window trades for commission-free investing–or opt for market, limit, stop, and stop-limit trades.
Manage Folios
Set target weights, rebalance, and trade your entire folio all at once, instead of working with one security at a time.
Margin Borrowing
Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts.
Watch Account
Test investment strategies and try out platform features without using real money.
Evaluate
Market Research
Look up security symbols and view company news, recent quotes, analyst ratings, and more.
Performance Reporting
See how your investments perform over time and compare against key market indices and benchmarks.
Privacy & Security
We work hard to keep your information and money safe. We also provide FDIC, SIPC, and additional private insurance.