They also offer specific tax management tools to help you handle the income tax side of your investment life.

Sell the highest cost tax lots to minimize taxes.Match winners with losers to avoid incurring taxes at all.Defer taking gains harvest tax losses instead.Selectively sell off poorly performing securities to offset taxable gains.Control the timing and tax implications of your folio transactions.Decide the best way to manage your tax lots (they offer 8 automated tax lot options).The use of folios enables you to do at least some of the following on the tax front: Phone, live chat, email and branch office You can do this by allocating dollars equally across all of your holdings, using market cap weightings, or even customize each security weighting. You can also customize your folios as you go forward. The folio can include as little as one stock, or as many as 100, including mutual funds and ETF’s. This is a custom portfolio that you build yourself based on your own investment preferences and strategies. Once you are comfortable with the concept, you can move on to Build Your Own Folios. Each is built around a particular investment strategy, and they’re basically designed to help you get started investing through the folio method. The platform offers what it calls Ready-to-Go-Folios, and there are over 100 of them. And under the company’s Folio Unlimited Plan, there are no commissions for buying, selling, or modifying your folio. You can have an unlimited number of folios in your account, and those folios can even include fractional shares. In short, it’s a basket of funds and stocks customized to meet a specific investment need.Įach folio - whether one provided by the platform, or one you design yourself - can contain up to 100 individual securities, which includes stocks, mutual funds, and ETF’s. The platform is based on folios, which is a special basket of securities with specific features provided by Folio Investing that can be either managed or unmanaged by the platform or other third parties. Officially, the company is FOLIOfn Investments, Inc., which is a wholly owned subsidiary of FOLIOfn Inc., a company that provides investment technology, management consulting and other services to the financial services industry sector. It combines investing in mutual funds and exchange-traded funds, with individual stocks, in what it calls folios.īased in McLean, Virginia, Folio Investing is a privately held company that was founded in 1998 by Steven Wallman, a former commissioner of the Securities and Exchange Commission. What is Folio Investing?įolio Investing, also known as FOLIOfn, is an investment platform that provides investing and portfolio management which allows customization as well as tax and cost management benefits.

One company, Folio Investing, is making it easy for investors to build customized portfolios. Luckily, with the advent of robo advisors, it's easier than ever to do just that. If your accounts were transferred to Interactive Brokers, please contact them at 1-87 or visit If you're looking for a new options, please review our best robo-advisors page to help you choose.Īs an investor, you want to build a portfolio based on your own particular investment strategy and long-term goals. As of December 2020, Folio has discontinued its self-directed investment offering.

Folio client