Advisor Features

Advisor Connexion™

Advance to a whole new level by capturing new client segments, extending your influence, and reducing your back-office costs. This robust web-based service seamlessly integrates a broad range of online capabilities with the Folio Institutional brokerage platform and your expertise. more »

Managed Accounts

We support individual, joint, business, custodial, trust, 401(k), IRAs, and more. Plus, our unique online platform takes the paperwork out of account management making it easier and faster than ever to open accounts. more »

Ready-to-Go Folios

Access over 140 pre-assembled investment portfolios representing different indices, sectors, strategies, and goals. Use these Ready-to-Go Folios as designed, or customize them to fit your preferences. These Folios can quickly become your portfolio building tool of choice. more »

Trading

Window trading is an innovative way to fill orders for longer-term investors that saves you and your clients money. Execute as many trades as you want in our twice-daily windows with no commissions, transaction fees, or ticket charges. more »

Model Management

Maintain client accounts with ease. Create investment models and subscribe your clients’ portfolios. When you update and sync a model, our system will calculate all of the necessary trades to bring your subscribed client portfolios up to date and execute them commission-free at the next window. more »

Account Types

We support individual, joint, business, custodial, trust, 401(k), IRAs, and more. Plus, our unique online platform takes the paperwork out of account management making it easier and faster than ever to open accounts. more »

Model Manager Exchange

If you would like to license the model portfolios or strategies you manage to other professionals who use Folio Institutional, our Model Manager Exchange service is the solution. more »

Stocks & ETFs

You can invest in almost all U.S. listed stocks, ADRs, and ETFs using our patented window trading platform. Plus, you can place market, limit, stop, and stop/limit orders anytime for a low fee. more »

Folio(k)™ Retirement Program

Folio(k) is a revolutionary advancement over traditional 401(k) plans. It’s a simple, transparent, and cost-effective retirement solution for Sponsors and Financial Advisors alike.
Financial Advisors | Plan Sponsors

Mutual Funds

We offer a wide selection of over 1,000 mutual funds from popular and well-known fund families. more »

Folio Unitization Service

Until now, many retirement plans were limited in their choice of retirement plan offerings. With the Folio Unitization Service, plan sponsors can broaden their product offerings to include any mix of securities including ETFs and stocks. more »

Cash Investments

We offer expanded FDIC insurance coverage for both principal and accrued interest through a network of Sweep Banks that participate in our FDIC sweep program. more »