Built so you always know
Know your investments,
on your watch

Can you see exactly what you own and how much your fees are today?

Know what you own and how much it costs
Welcome to a superior level of visibility and transparency, where what you see is what you own. With Folio, you have an exceptional understanding of your investments, what they’re worth and what they cost. You get real-time access so you can see what you’re invested in.
Know what you’re holding, real time
Investors care more about what they are invested in — and this trend is growing. With Folio, you can keep your investments consistent with your values because you have full visibility and control. You could be invested in war crimes, pollution, gun makers and any number of things that don’t align with your values.
See and understand clear pricing with no hidden fees
We make it simple and transparent, imagine buying a portfolio of shares composite indexes all weighted exactly how you want. Clear pricing will be reflected to you with no hidden fees.

pricing

Shares composite indexes

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