Folio Investing

Folio Investing is the only place you can manage your stock, ETF and mutual fund holdings as an integrated investment portfolios called “folios.” You can treat folios as a single unit or customize them security by security. BetterInvesting clubs and members have access to special promotion and options. 

Key Features for BetterInvesting Members: 
  • A folio of BetterInvesting Top 100 Index (BIXX) 
  • Customized access for BetterInvesting members
  • Detailed trade history and tax lot tracking
  • Two commission-free window trades each month, free for 12 months
  • Additional window trades are only $4 per security
  • Or for $29 per month you receive unlimited commission-free window trades in all of your accounts

Key Features for BetterInvesting Stock Investing Clubs: 
  • A folio of BetterInvesting Top 100 Index (BIXX) 
  • Unlimited trades for qualifying clubs ($290 value for first-time subscribers)
  • Commission-free trades in twice-daily trading windows ($290 value for first-time subscribers)
  • Customized access for club members
  • Detailed trade history and tax lot tracking
  • Free check writing

Learn About Folio Investing 

Steven M.H. Wallman, a former Commissioner of the U.S. Securities and Exchange Commission, founded Folio Investing in 1999 based on his beliefs about what an online brokerage should do to help its customers become more successful investors.

  • Invest regularly: Folio Investing can make dollar-cost averaging easier. Your clubs can add to their portfolio incrementally by scheduling automatic trades and use fractional shares to reinvest earnings.
  • Choose quality and control costs: Folio Investing provides the tools and control needed to build a carefully selected, quality portfolio. Our patented trading system lets your clubs maintain their portfolio commission-free.
  • Diversify: Folio Investing provides your clubs with unlimited folios, unlimited window-trading, and easy rebalancing enabling them to build and maintain a more effectively diversified portfolio. Folio Investing is a recipient of the Forbes Best of the Web for Alternative Investing Award.

Investing Through Folios and Window Trades 

Folio Investing is the only place you can manage your stock, ETF and mutual fund holdings as integrated investment portfolios called “folios.” You can treat folios as a single unit or customize them security by security. Your club can add to or sell from all of its holdings at once or change just one at a time. Folios and window trades let you make these changes commission-free. It’s as simple as it seems.

Folio Investing also offers ready-to-go, or pre-made, folios, one of which comprises the stocks in the BetterInvesting Top 100 Index.

Folio Investing employs a patented window trading system to fill customer orders efficiently. A window trade is an innovative way of placing trades designed for long-term investors. Instead of being executed immediately, trades are grouped together, matched internally and the remaining orders are sent to the market twice a day for execution.

 



Folio Investing for Investemnt Clubs

Unlimited Trades for Qualifying Clubs Through Folio Investing 

BetterInvesting and Folio Investing’s program for investment clubs helps them save money on one of their biggest expenses: brokerage commissions. Clubs that are eligible and that open an account at Folio Investing will have the Folio Investing Unlimited Plan annual fee — which includes commission-free, unlimited window trading — waived. That’s a $290 value. Clubs that have paid their annual club dues and have at least four members of BetterInvesting are eligible.

Freedom From Commissions

Folio Investing charges an annual fee of $290 for its Unlimited Plan, which provides investors with unlimited, commission-free trades in twice-daily trading windows without any balance or investment minimums, as well as access to all the features of the Folio Investing patented online investing platform.  BetterInvesting clubs that qualify for the offer can receive this service for free.

Other Features of Folio Investing

  • Customized access for club members
  • Market, limit, stop and stop/limit trades for $3 a transaction
  • Detailed trade history and tax lot tracking
  • Free check writing

 



Folio Investing for BetterInvesting Club Members

Just open an account and get your first two window trades each month commission-free, for 12 months. Additional window trades are only $4 per security.


Folio Investing is the online brokerage that gives you the diversification and simplicity of mutual funds with the control, transparency, and tax advantages of owning stock directly. You can trade securities individually just like at other brokerages but you can also trade a whole portfolio in a single transaction.

Unlimited Plan 

You can also choose the Folio Unlimited Plan, the easiest and most cost effective pricing plan for you to manage all of your personal investments. For just $29 per month or $290 per year, you receive unlimited commission-free window trades in all of your accounts.

 



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