![]() The average investor loses 2.5% each year buying and selling at the wrong time. Have one account for retirement, another for immediate needs, and even another for speculative investing-all commission free and for one flat fee.* Tailor your investments to your needs and interests.Ĭustomize our ready-made portfolios, build your own, or follow an expert’s. 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.*Ĭosts matter-you don’t have to pay commissions or asset-based fees. Invest and earn more.ġ% more in expenses costs you 20% of lifetime returns. With us, you can easily create and manage diversified portfolios that you control.ĭiversification is critical mutual funds aren’t the answer. 1 If you’re invested in just a few securities or funds, you’re almost certainly under-diversified. Under-diversifying could cost you massively-30% to 50% of potential lifetime returns. Invest in portfolios with variety and balance. If your account(s) were transferred to Interactive Brokers and you have questions, please contact them at 1-87 or visit If you transferred your account(s) elsewhere, please contact your new firm directly with any inquiries.ġ. For more details, you can find our fee schedule here. You will continue to be charged the $10 monthly account maintenance fee until you transfer or close your account(s). We will be further restricting functionality through our site as we decommission the self-directed investment offering. If you have informed us you will be transferring your account(s), you must complete the transfer process promptly. We encourage you to download your records prior to this date. After this date, we may no longer provide online access. Please note that we committed to provide you online access to these documents through July 31, 2021. Tax information, such as realized gains and losses (closed tax lots) and.If you are a former customer, you can continue to access the following documents by logging on to our site: has discontinued its self-directed investment offering. As announced in December 2020, Folio Investments, Inc.
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