Important Message
As announced in December 2020, Folio Investments, Inc. now known as Folio Investments, Inc. has discontinued its self-directed investment offering.
If you are a former customer, you can continue to access the following documents by logging on to our site:
- Monthly account statements
- Trade confirmations
- Annual tax documents
- Tax information, such as realized gains and losses (closed tax lots) and .TXF tax software files
Please note that we committed to provide you online access to these documents through July 31, 2021. After this date, we may no longer provide online access. We encourage you to download your records prior to this date.
If you have informed us you will be transferring your account(s), you must complete the transfer process promptly. We will be further restricting functionality through our site as we decommission the self-directed investment offering. You will continue to be charged the $10 monthly account maintenance fee until you transfer or close your account(s). For more details, you can find our fee schedule here.
If your account(s) were transferred to Interactive Brokers and you have questions, please contact them at 1-877-442-2757 or visit www.interactivebrokers.com/folio.
If you transferred your account(s) elsewhere, please contact your new firm directly with any inquiries.
We’re the brokerage that’s been revolutionizing online investing since 2000. We build better investors.
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.
Innovation that works for you. Only at Folio.
Folio has been an innovator since 2000, with 20 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:
Our customers speak for us.
We’ve been quietly changing how America invests since 2000. Don’t just take our word for it. See what our customers have to say.