Ready-to-Go Folios

You can invest in as many folios as you like, or you can create your own.

To buy a Ready-to-Go folio:

1. Select the Add New Folio link on the Accounts page
2. Follow the detailed instructions on the page

View our Ready-to-Go folios.

To modify a Ready-to-Go folio:

1. Select the Trade link next to the folio you want to modify on the Accounts page
2. Follow the detailed instructions on the page

Note: You can also update, exchange or unsubscribe from a Ready-to-Go folio by selecting the RTG button next to your folio on the Accounts page.

We develop and maintain Ready-to-Go folios using many different approaches. We also support folios developed by other organizations based on their methodologies, beliefs, and criteria.

Yes. We will send you an email when the securities in a Ready-to-Go folio that you are subscribed to have been updated. When this happens, log into your account and update your folio.