It takes more than good intentions to make smarter investment practices accessible to everyone. That’s why since 2000 we’ve been continually developing new technology that can help you invest smarter—quickly, easily, and inexpensively. And we have 20 patents, with more on the way, to prove it.

©2024 by Folio Financial, Inc. Folio Investing, FOLIO Advisor, Folio Institutional, and Folio Client are registered trademarks of Folio Financial, Inc. All Rights Reserved. Brokerage services are provided by Folio Investments, Inc. whose products and services are covered under the U.S. Patents listed below as well as other related patent applications.

Patent Number Description
9,978,103 Method and apparatus for portfolio trading using margin
8,275,690 Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
8,099,344 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
8,086,514 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system
8,078,490 Method and apparatus for corporate voting
7,844,538 Method and apparatus for trading securities or other instruments
7,685,046 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,640,182 Method and apparatus for corporate voting
7,552,082 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,546,267 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,117,176 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,110,971 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,047,218 Method and apparatus for trading securities or other instruments on behalf of customers
6,996,539 Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
6,801,199 Method and apparatus for interacting with investors to create investment portfolios
6,601,044 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
6,516,303 Method, system, and apparatus for managing taxable events within a portfolio
6,360,210 Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
6,338,047 Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors
6,161,098 Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio