2,000 Commission-Free Trades Offered to Folio Investing Basic Account Clients

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Folio Investing today announced a special offer for all of its Basic Plan customers. Until April 30, 2015 all of these accounts will be upgraded to Folio’s Unlimited Plan at no additional charge.

Folio Investing today announced a special offer for all of its Basic Plan customers. Until April 30, 2015 all of these accounts will be upgraded to Folio’s Unlimited Plan at no additional charge.

The Unlimited plan upgrade now being provided includes the following:

  •     2,000 commission-free trades in Folio’s unique window trading process. The trading cost is free and translates to direct benefit for clients.
  •     Unlimited folios with up to 100 stocks, ETFs and mutual funds in each folio
  •     Unlimited access to 160+ free Ready-to-go-Folios
  •     No investment or balance minimums

“Our Unlimited Plan lets you invest in a smarter way,” said Helen Shepro of FOLIO Investing. “Now, without the obstacle or worry of commissions, our customers can take advantage of the extensive array of unique tools and investing techniques provided by Folio. All of these can be reviewed at our new website http://www.folioinvesting.com

Folio Investing is designed around five core principles, which through decades of research and performance results have been proven to be the most important factors behind long-term investment success.

  •     Diversification: Some studies conclude that the simple strategy of spreading one’s portfolio across different securities can increase an investor’s lifetime wealth by 20% or more. Folio Investing makes diversification easy, and provides tools that allow investors to automatically change portfolios.
  •     Consistent investing: History has shown that investors tend to buy and sell at the wrong time; whether it’s chasing high-performing funds, “hot” stocks, or fads. The magnitude of wealth lost through bad timing and poor choices can be considerable. Folio Investing allows its customers to practice one-click consistent investing, freeing them from worrying about when is the best time to invest.
  •     Lower costs: Charges of 1% or more are a common practice in the brokerage world. That can cost an investor 20 percent over a lifetime, so Folio Investing believes in driving down costs at every point. Through its unlimited pricing plan that becomes easy.
  •     Customization: Everyone has different needs. Investments that may be ideal for one individual may be totally wrong for another. Folio Investing allows investors to add or remove securities with ease, use filters to screen, and do one-click rebalancing across one or multiple folios.
  •     Tax minimization: Folio Investing provides ten automated tax strategies for selling securities. One click automates the entire tax lot selection process allowing every trade based on the strategy you select. Additionally, the patented Tax Football™ enables investors to generate long and or short term taxable gains or losses with just a few clicks.

About Folio
Since 2000, Folio has maintained a commitment to empowering investors and advisors to build low cost, diversified investment portfolios with unmatched efficiency. The company’s powerful, secure online brokerage and automated investing platform for individual investors, Folio Investing, is the first and only brokerage to offer Folios, fully-customizable baskets of securities. The company serves the institutional market through Folio Institutional, a fully integrated, cost-effective platform designed to enable RIAs to scale and grow their business, while more efficiently managing client investment portfolios through the use of Folios and other securities. For more information, please visit http://www.folioinvesting.com and follow @FolioInvesting on Twitter.

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Tracey Gordon
Folio Investing
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since: 05/2009
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