Pricing

Commissions and fees can get in the way of creating well diversified portfolios, investing consistently, and rebalancing when you need to. We take away this concern so you can invest the way you want.

Try the Folio Unlimited Plan.* It’s FREE for 60 days.

With the Folio Unlimited Plan,* you can invest in as many folios as you want, in as many accounts as you need, with up to 2,000 commission-free window trades1 each month. There’s no charge for the first 60 days after you fund your account. If you’re not satisfied, then simply close your account. There’s no obligation.

Enjoy discounted trading commissions for more limited investing.

If you’re just getting started, plan to trade fewer than 8 securities each month, maintain smaller folios, or rebalance less often, you can still get discounted trade commissions with our Basic Plan. When you’re ready, you can switch over to the Folio Unlimited Plan at any time, with a single click.

Unlimited Plan*

  • Unlimited personal and retirement accounts2
    (one fee covers all your accounts–personal, joint, retirement, custodial, revocable trust, and more)
  • Unlimited folios with up to 100 stocks, ETFs, and mutual funds in each folio
  • Unlimited access to 100+ free Ready-to-Go folios
  • 2,000 commission-free trades in twice daily trading windows1
    ($0.50 for each additional security trade in a window during that month)
  • No investment or balance minimums
  • $3 market, limit, stop, and stop-limit orders
  • $29 per month or $290 per year3,4

Basic Plan

  • Unlimited personal and retirement accounts2,3
    (one fee covers all your accounts–personal, joint, retirement, custodial, revocable trust, and more)
  • Unlimited folios with up to 100 stocks, ETFs, and mutual funds in each folio
  • Unlimited access to 100+ free Ready-to-Go folios
  • $4 commission per window trade per security
  • No investment or balance minimums
  • $10 market, limit, stop, and stop-limit orders
  • $15 per quarter service fee for each customer with funded account(s) that hold exchange tradable securities and makes 3 or fewer trades in the preceding quarter3,4

IRA custodial fees and charges for special account services may apply. For a list of such fees, see Special Services & Fees.

* For up to 2,000 security trades in windows per calendar month; fifty cent ($0.50) fee for each additional security trade in a window during that month.

  1. Most U.S.-listed stocks, ADRs and ETFs available in trading windows. We do not support most pink sheet, bulletin board or debt securities.
  2. Each account must be associated with the same membership, and the primary social security number (SSN) on the accounts must be the same.
  3. Charges for additional services, such as IRA custodial account fees, may apply. See Special Services and Fees for standard rates.
  4. Upgrade from the Folio 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).