Our mission is to help you invest smarter.

Who is FolioFirst?

FolioFirst is brought to you by Folio Financial, a financial technology leader and pioneer in online investing.

Steve Wallman, a former Securities and Exchange Commissioner, founded Folio Financial in 2000, as he saw first hand how the needs of many investors were not being met by existing financial institutions and solutions. He is widely recognized today for his advocacy on behalf of everyday investors.

Since 2000, Folio serves tens of thousands of customers, and we're the custodian for billions of dollars in assets. Our customers range from individual investors to some of the largest financial institutions in the United States.

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A History of Innovation

It takes more than good intentions to make smarter investment practices available to everyone. That’s why we’re continually developing new technology to help you invest more easily, quickly, and inexpensively.

Some of our Innovations

  • Fractional Shares Investing—We were the first to offer fractional shares in portfolio trading, and the first to allow dollar-based investing.
  • Simplified Portfolio Construction—We make it easy to buy multiple securities in a single transaction, so you can focus on building your portfolio.
  • Flat-Fee Pricing—We introduced virtually unlimited trading for a single, low monthly fee.
  • End-to-End Digital Platform—We pioneered online account opening and account management.
  • Patented Tax Tools—We've created and patented tools to help investors make smarter tax decisions.

What Our Clients Say

I use FolioFirst as a cost effective and fun way to purchase stocks of companies I know. I also use it to teach my daughters about investing. At 10 & 13 years old, the new custodial accounts are a real positive. I noticed my daughter looking at past performance of stocks to determine if it would be a good buy for her. I think it’s a great service and I tell people about it all the time!
Kyle G.
I enjoy trading on the Folio First platform. As a somewhat beginner investor, Folio First has given me the opportunity to dabble in the stock market with very little restriction or confusion.
Veronica R.
For years, I've used money managers to handle my investments thinking it was the right way to invest. Since joining FolioFirst, my thinking has changed from passive to being more involved. The fees and online help are the top reasons I recommend FolioFirst to my family and friends.
Victoria S.
I love FolioFirst and I am so grateful to have a way to invest in stocks I want with small investment amounts. You have a broad choice of stocks to be well diversified, and it has been a wonderful experience to build my account. I simply can’t say enough good things about FolioFirst.
Julie P.