Welcome to Folio, Georgia Southern University's innovative virtual classroom. Through this unique e-learning system, students and professors manage their course materials, including assignments and discussions. Once you are registered for a course, you will be able to access it by using your existing username and password (same as My. Rocketbook Capsule 2.0 Folio Cover for Core, Panda and Fusion - 100% Recyclable Cover with Pen Holder, Magnetic Clasp & Inner Storage - Gray, Letter Size. Folio is the first smart email assistant for busy professionals. Once you connect your inbox, it gets to work organizing your emails and related documents, attachments,.
Important Message
We thank you for allowing us to be part of your financial journey.
Folio Investments, Inc. has discontinued its self-directed investment offering and made arrangements to transfer accounts to Interactive Brokers LLC, as described on this site and in emails to customers in December 2020.
For accounts that are no longer on our platform, please note that any dividends and interest payments received by us and attributable to your account will be transferred to your new firm.
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
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 won’t:
- encourage you to trade on fads or whims to increase our commissions
- promise fast executions that don’t matter
- give you tools that profess to tell you something, when they really tell you nothing
We’re serious about smarter investing that will work better for you, not just us. We’re like no other brokerage you know.
Check our background on FINRA’s BrokerCheck.
Read important disclosures about us in our Form CRS.
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.
1. Invest in portfolios with variety and balance.
Under-diversifying could cost you massively—30% to 50% of potential lifetime returns.1 If you’re invested in just a few securities or funds, you’re almost certainly under-diversified. You can do better. With us, you can easily create and manage diversified portfolios that you control.
2. Pay less. Invest and earn more.
1% more in expenses costs you 20% of lifetime returns.2 So we drive down costs at every turn. Trade as much as you need, in as many accounts as you want, and with as many portfolios as you like, all for the low flat fee of $29 per month.*
3. Tailor your investments to your needs and interests.
Customize our ready-made portfolios, build your own, or follow an expert’s. Invest at risk levels sensible for you. Exclude stocks you don’t want to own. Invest in what you know. Adjust any way you see fit. Have one account for retirement, another for immediate needs, and even another for speculative investing—all commission free and for one flat fee.*
4. Invest consistently.
The average investor loses 2.5% each year buying and selling at the wrong time.3 It adds up year after year. Timing the market, chasing winners, buying fads—it just doesn’t work. We let you invest consistently—even if it means trading small amounts or fractions of shares. Dollar-cost averaging, periodic rebalancing—we have it and encourage it.
5. Manage your taxes. It’s what you keep that counts.
Tax loss harvesting can save you a lot of money. But it’s only part of the strategy to manage taxes. We give you the rest so you gain even more. Our patented Tax Football™ identifies securities to sell for the tax result you want. You can harvest tax losses or generate gains to offset losses. Or raise cash with no taxes at all. And our state-of-the-art tax lot system gives you tax control all year long.
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:
Folios
These specialized portfolios of up to 100 stocks, mutual funds, and ETFs give you the benefits of funds with the flexibility of individual stocks. Buy, sell, and customize an entire folio in a single click.
MoreWindow Trading and Fractional Shares
A unique approach to trading: buy and sell in dollar amounts, even in fractions of shares. Trade unlimited folios without worrying about costs.
MoreTax Football™
Control your tax impacts. You decide whether you want to realize capital gains or losses or raise cash with no taxes at all.
MoreRebalancing
As the securities in your folio change in value, we help you avoid the risk that comes from owning too much of some investments and not enough of others. Use our automated settings to maintain the right balance.
MoreFlat-Fee Pricing
Commissions add up and can get in the way of consistently investing in a well diversified portfolio. We clear the hurdles with a pricing plan that gives you unlimited accounts and 2,000 commission-free window trades each month for one flat fee.
MoreMargin Borrowing
Folio Investing Log In
Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts.
More1 Year Return | |
| Small-Cap Value | 117.39% |
| Construction | 111.08% |
| Small-Cap Growth | 104.63% |
| Internet | 100.03% |
| Retail REIT | 98.98% |
Folioclient.com
Foliotek
Updated: April 20, 2021
Past performance is no guarantee of future results.
See how returns are calculated
We have over 100 pre-made folios to choose from. Invest in as many as you want or create your own masterpieces. Open your account risk-free and see how easy it is to put the 5 principles to work for you.
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.
Folio
I have been with your company nearly since its beginning and have recommended it to several people I know. It’s a very unique method of investing and, if it pertains, one doesn’t need to know much about the company being invested or any technical or fundamental analysis. It has worked for me for several years.