Introducing Folio Investing

…the next step of investing for Motif customers.

Welcome to Folio Investing! We're delighted you're here.

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.

Now let’s get started!

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.

Account Access

If you have already logged in to your Folio Investing account, proceed to the next section! If you can not find a login email from us, click here:
  1. Go to the Folio Investing Log In page, select Forgot Username, and follow the on-screen instructions.
  2. You will receive an email with your username*. Please check your spam folder and other email accounts to which you have access.
  3. Once you have your username, you may create a password. Please visit the Folio Investing Log In page, select Forgot Password, and follow the on-screen instructions.

* 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.

 

Pershing LLC

Attn: Client Unclaimed Property

One Pershing Plaza

Jersey City NJ, 07399

Review and Finalize your Account Setup

Submit and save account information that did not come over in the transfer:
  1. Log in to your Folio Investing account
  2. Under More Info, select Settings
  3. Under Your Accounts, select an account
  4. Select the designation to complete:
    Beneficiaries, TOD Beneficiaries or Trusted Contacts
  5. Fill in the requested information. Select Continue
  6. Confirm changes, select Yes
    Repeat steps 3 through 6 for additional accounts and designations.
  1. Log in to your Folio Investing account
  2. Under Your Accounts, scroll down to an account
  3. Select Account Quick Links, then Transfer Money, then Go
  4. Select the tab to complete:
    Bank Links, Deposit or Withdrawal
  5. Fill in the requested information and follow the on-screen instructions. Select Continue
    Repeat steps 2 through 6 for additional accounts.

Experience the Power of the Platform

  1. Log in to your Folio Investing account
  2. Scroll down the desired folio
  3. Select Folio Quick Links, then Trade, then Go
  4. Select what you want to trade:
    Trade Individual Stocks & Funds or Trade Entire Folio
    Ways to Trade (explains the difference between the above)
  5. Select the type of order:
    Window or Market/Limit/Stop/Other
  6. Select from the options offered and follow the on-screen instructions.
  7. Select Preview Order
  8. After careful review and analysis, select Place Order
  1. Log in to your Folio Investing account
  2. Under Your Accounts, scroll down to the desired account
  3. Select Account Quick Links, then Create a New Folio, then Go
  4. Decide what type of folio you want to create:
    Ready-To-Go Folios or Build-Your-Own
    If you would like help getting started, click Investor Questionnaire at the bottom.
    Explore the options within each category and proceed based on what meets your
    investment goals and risk tolerance. Follow the on-screen instruction.
  1. Log in and then click Settings in the right column of the Accounts page.
  2. The Pricing Plan column on the right side identifies your pricing plan.
  3. Click on your pricing plan name to view details, including your next billing date.

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.

Explore your new Brokerage Features

  • 2,000 commission free window-trades per month
  • Almost every equity and Exchange-Traded Fund listed on a US national securities exchange
  • 1,100 no-load mutual funds
  • 120+ pre-made thematic portfolios Ready to Go™ Folios
  • Dollar-based and fractional share trading – buy partial shares of any available security, so you can own what you want regardless of share price
  • FDIC protection for cash in your account
  • Margin Borrowing
  • Socially responsible investing filters, sector and security exclusions
  • Advanced tax management tools, including a highly advanced and patented Tax FootballTM allowing for pin-point tax results
  • Easy-to-use performance reporting allowing you to chart performance of your account or folios against various indices
  • Rebalancing tools to help keep your long-term investing plan on-track

Have a question about your Motif Investing account transfer?

Check out these 40 Frequently Asked Questions FAQs to commonly asked questions to get the answers you need.

 

Businessman shaking hands with a colleague in the office

The Folio Advantage

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.

We look forward to serving you!