Specialized and active-trading brokers
Broker Review
Folio Investing
Established in 2000, Folio Investing through Interactive Brokers represents the remnants of Folio’s basket-trading technology after its retail accounts moved to Interactive Brokers. Ownership or founding is associated with Folio Financial; acquired by Interactive Brokers, which also shapes the product’s technology and distribution. It should be evaluated on the precise legal entity serving the customer, not only the consumer brand. The company is privately held or not separately listed, so no public market capitalization is available.
Strengths
- Represents the remnants of Folio’s basket-trading technology after its retail accounts moved to Interactive Brokers
Drawbacks
- At Folio Investing through Interactive Brokers, the feature set that distinguishes Folio Investing through Interactive Brokers can add complexity, service charges or eligibility rules that a buy-and-hold customer may never use
Profile
What you can trade
Folio Investing through Interactive Brokers supports U.S. stocks, ETFs and listed options, with additional instruments limited to the specific disclosures and permissions of this brokerage rather than a universal product catalog.
Account types
At Folio Investing through Interactive Brokers, the principal choices are individual cash or margin brokerage plus traditional, Roth and rollover IRAs; joint, trust and custodial registrations depend on the firm’s application menu. The registration structure reflects the fact that the service represents the remnants of Folio’s basket-trading technology after its retail accounts moved to Interactive Brokers.
Platform
Folio Investing through Interactive Brokers provides web and mobile account access; desktop software, APIs and third-party integrations are available only where specifically supported. The resulting workflow is tailored to a business that represents the remnants of Folio’s basket-trading technology after its retail accounts moved to Interactive Brokers.
Who it suits
Best suited to Folio Investing through Interactive Brokers customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
Folio Investing through Interactive Brokers serves U.S. residents and customers in more than 200 countries and territories through separately regulated affiliates; the instruments and protections depend on the entity carrying the account.
Regulation and sources
Official website: https://interactivebrokers.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.