Folio Investing supports as many accounts as you need under your single login, all covered by the discounted monthly or annual fee. So, whether you have 1 account or 100 accounts, 1 folio or 100 folios, it is still the same discounted fee.
Let’s ensure you have your account set up exactly as you want and get you comfortable with our offering. The more you explore, the faster you’ll be able to leverage the power of our platform.
* If you do not receive the email with your username within one hour, then you may call us to request your username. We will need your full name, address, email address, phone number, date of birth and Social Security Number.
There are a few Motif documents that you will not find on your Folio Investing account such as your 2019 IRA Form 1099, monthly statements or trade confirmations. You may request this information from Motif’s custodian, Pershing LLC, in the following ways:
Online: Go to Pershing’s website www.NetXinvestor.com. Log in with the Financial Org # RBW and your Motif User ID and Password.
Phone: 201-761-5499. You will be asked to leave a voice message. Turnaround time is 24-72 hours, depending on call volume.
Mail: Requests must be in writing, signed and accompanied with a copy of the account owner’s government issued ID or utility bill.
Attn: Client Unclaimed Property
One Pershing Plaza
Jersey City NJ, 07399
Your monthly fee is deducted from the cash in your account, with the first deduction expected to occur between June 12 and June 15, 2020. With the Unlimited Plan, you also have the option to have monthly, or annual, fees billed to a credit card.
Check out these 40 Frequently Asked Questions FAQs to commonly asked questions to get the answers you need.
Enabling better investors has been our mission since our inception in 2000.
We've accomplished that by adhering to our five key principles Diversification, Cost Reduction, Customization, Consistent Investing, and Tax Minimization. Better known as The Folio Advantage™.
Folio serves investors of all kinds – from individual customers to some of the largest financial firms in the United States. And we’re thrilled to be offering our smarter investing solutions to Motif’s customers.