Motif Investing announced in an email to retail investors on April 17 that it would suddenly be closing after 10 years, a shock to members of Motif. Motif Investing – a digital robo advisor based out of Silicon Valley, which helped investors put assets into thematic portfolios based on specific themes such as sustainable and impact investing – told users it was ceasing operations. Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. (Requests for a comment on this matter and … Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. As mentioned in Motif’s statement to its users, the company is transferring users’ accounts to Folio Investing. Motif Investing is closing down, but not before selling its RIA and retail accounts to Folio Institutional, according to a letter delivered on Friday (Apr. Compared to the competition, their flat-fee pricing is enticing to users who might not be well-versed in the online brokerage realm. A broad offering including just about every U.S. exchange traded security and ETF, plus over 1,100 no-load mutual funds, along with over 100 pre-made portfolios (called Ready-to-Go™ Folios), Filter options that allow you to own only what you want. Motif specialized in impact investing, where clients can chose to invest in companies that promote social good. Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Folio Investing had already copied Motif Investing with their Ready-to-Go-Folios and a much cheaper price, Pylarinou explained. Better known as The Folio Advantage™. ©2020 by Folio Financial, Inc. All rights reserved. Motif is a young firm that has gotten a lot of media coverage for enabling investors to build, track, invest in, and manage portfolios of individual stocks. For the portion of the year that your account was at Folio Investing, you will be able to access tax records through the Folio Investing website. You can find your pricing plan on the Settings page after you log in. Note that the customer agreement may change and that your special discounted price is shown in the email you received from Motif and on the Settings page when you login to your Folio Investing account. To close your account, please Log In to your Folio Investing account and click Settings in the right column. Your monthly fee is deducted from the cash in your account, with the first deduction expected to occur between June 12 and June 15, 2020. And we’re thrilled to be offering our smarter investing solutions to Motif’s customers. Q1: What do you think of Folio Investing compared to M1 Finance? and their phone rep cannot do that over the phone either. Folio Investing, Motif, and Tailored Portfolios. You can view the current version of the Customer Agreement and details of the Folio Investing Unlimited Plan online. Your April 17th email from Motif Investing has the new pricing plan details, and the discounts being made available to Motif customers are very substantial — there are no apples-to-apples price comparisons because of the different approaches to pricing. You may change this option at any time. While others were still working with paper, Folio propelled investors to the internet. April 23, 2020 – Greg Vigrass, president of Folio's institutional business, said that Motif account holders should enjoy a similar experience on the Folio platform. You can still do regular real-time trades of individual stocks for $4.95 per trade. Now it's becoming apparent how it fits together, and it seems to be a happy ending for … Motif Investing selected Folio Investing to give you access to leading investment tools in a similar experience to what you’ve enjoyed at Motif Investing. Topics: The Transfer | Accounts | Transfer of Motifs | Documentation | Folio Investing's Offering. Your monthly fee is deducted from the cash in your account, with the first deduction expected to occur between June 12 and June 15, 2020. While Folio Investing used to dominate the industry with its exclusive services, today, the competition in its sector is fierce. You will receive an email with your username*. Withdrawals by check or by ACH initiated at your financial institution may be for any amount up to the available cash in your account. Best for Automated Investing: M1 Finance. You may use your bank link to set up ACH deposits into your Folio Investing account, and ACH withdrawals (up to $25,000 over a 30 calendar-day period). Both Motif and Betterment might be better options for very small investors based on their fee structure. Last month, Motif deepened its ties with Goldman Sachs, ringing the opening bell of the New York Stock Exchange in celebration of launching five new ETFs in partnership with the bank. Folio Investing was one of the first companies to head into online brokering, according to the company. Compared to the competition, their flat-fee pricing is enticing to users who might not be well-versed in the online brokerage realm. The Goldman Sachs-Folio deal was in the works long before Motif entered troubled waters. Folio Investing, Motif, and Tailored Portfolios. And we’re thrilled to be offering our smarter investing solutions to Motif’s customers. You can setup recurring cash deposits or withdrawals into an account and then setup recurring purchases or sales into each folio. See Margin Account Features and Interest Rates for additional information. For instance, target socially responsible investing by eliminating individual securities or whole sectors, Advanced tax management solutions, including our patented, Easy-to-use performance reporting allowing you to chart your account performance or folios against indices, individual securities, or mutual funds. They also offer their investors a variety of securities and funds to choose from. No, but we offer over 100 Ready-to-Go™ folios (no additional fee) with many of the same themes and concepts previously offered at Motif Investing. I received an email this afternoon announcing the closure of Motif. Charles Schwab has agreed to buy some of the remains of Motif, the portfolio management company that told clients in April it was ceasing operations and transferring them to Folio Investing. In April 2020, the struggling San Mateo-based Motif, a financial investment firm focused on investor themes, agreed to transfer its clients accounts to Folio Investing, a competitor of Charles Schwab & Co. Inc. A message to all Folio Financial employees, customers, investors and the entire Folio Financial community: ... Folio Investing FolioFirst SRI Conference & Community Folio Vote VIA Folio. Marketing Director LendIt Fintech. In many ways, this is similar to the unlimited plan at Folio Investing, but Motif Investing has the potential to be a lot cheaper ($10 per motif trade with no minimum trade requirement vs. $29 every month for Folio) and is closer to a ETF in that they do real-time market trades. While others were still working with paper, Folio propelled investors to the internet. Folio Investing was one of the first companies to head into online brokering, according to the company. At Daily Fintech we started covering Motif as early as 2014. As part of this transfer, Folio Investing will setup all accounts to automatically select tax lots for sale that minimize gains. hbspt.cta._relativeUrls=true;hbspt.cta.load(2719600, '2553ce87-eaaf-4eba-b42b-1969a555e6ff', {}); Enabling better investors has been our mission since our inception in 2000. Folio Investing has 2 different plans with commissions and fees as follows: Folio Investing Basic Plan: $4 trade commissions; $10 fee per order; $5/mo. Once you have your username, you may create a password. Yes, you are able to set target weights for each folio, which will streamline the process of purchases and sales across your folios. A: Folio Investing has discounted its leading Folio Unlimited pricing plan for Motif customers. Rather, Goldman’s purchase is about acquiring technology and technologists, said the source. Your email platform might have flagged us as an unknown sender and placed the emails in your Junk or Spam folders. Once your Motif accounts are transferred over, you can reconstruct your portfolio view using Folio tools. ©2020 by Folio Financial, Inc. All rights reserved. Missing is mutual funds, which is a disadvantage compared to Folio. NOTE: Both joint owners need to log in and e-sign the customer agreement with their own username for a joint account to be un-restricted. Buy, and, yeah…hold! Click on your pricing plan name to view details, including your next billing date. For the optimal experience, the site works best on a computer screen or tablet. Once you have your username, you may create a password. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. It gives you access to all features of the Unlimited Plan--you can invest in as many folios as you want, in as many accounts as you need, with up to 2,000 commission-free window trades each month. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. Folio Investing offers a comfortable blend of prepackaged investment folios, plus the ability to create and customize your own folios. In May of 2020, Motif shut down and all of its accounts were transferred to Folio. Clients can access their Motif accounts through May 20; the accounts will move to Folio Investing the next day. When she spoke to Walia back in 2016, he was already concerned about a Chinese copycat site MotifInvesting.net that had launched with the same dashboard. Rather, Goldman’s purchase is about acquiring technology and technologists, said the source. On May 20, 2020, Motif Investing will cease operations and transfer all remaining accounts to Folio Investing. Depending on the services you were using at Motif and the services you use at Folio Investing… Then M1 Finance was born and disrupted the game. We will need your full name, address, email address, phone number, date of birth and Social Security Number. Motif is a young firm that has gotten a lot of media coverage for... Read More. It also seemed an odd coincidence that Schwab was announcing its belief in bundle purchases just as all of this was happening. Q1: What do you think of Folio Investing compared to M1 Finance? In this video I discuss why M1 Finance is a great alternative to Folio Investing for your next investment app. Folio Institutional declined to say how much it is paying for the Motif accounts or how much of the $868 million is slated for its care. Folio Investing charges one very low fee for a comprehensive range of services that includes trades in multiple accounts, multiple folios (our name for motifs), fractional shares, dollar-based investing, patented tax management tools, and many other features and benefits. You can directly access statements, holdings, trade confirmations, tax documents, tax lot details, proxy information and more. Folio Investing supports as many accounts as you need under your single login, all covered by the discounted monthly or annual fee. The more you explore, the faster you’ll be able to leverage the power of our platform. Once your Motif accounts are transferred over, you can reconstruct your portfolio view using Folio Investing tools. We look forward to serving you. Folio Automatic Investing Plan Folio Investing allows automatic investments, so it’s possible to use dollar-cost averaging to periodically purchase more shares of folios. However, Motif’s closure is somewhat surprising, considering that it has raised $126.5 million since 2010 (according to Crunchbase) and offers a unique and wide range of services. But where Stockpile focuses on brand new and beginning investors, Motif is best for experienced investors looking to hone a strategy, learn from other investors’ public Motifs, and build out a winning portfolio. In May of 2020, Motif shut down and all of its accounts were transferred to Folio. Folio has been offering fractional shares and dollar-based investing, as well as commission-free trading, since our launch in 2000. Buy and hold. Folio Investing is a lower-tier option for individual investors that offers folios, which are similar to motifs. Toll Free: 1.888.230.5635 International: 703.245.5820 Fax: 703.245.5850 Contact Us. This can be the perfect mix for the person who wants to control his or her own investment strategies, but also wants the option of having access to broker prepared investment packages. To preserve your Motif portfolio view, you will want to take a snapshot or download your motifs prior to the transfer date.". When you qualify, we offer margin borrowing, enabling you to purchase additional eligible securities (including fractional shares of securities in a folio) without depositing additional funds, based on the securities you already have in your eligible account. So, whether you have 1 account or 100 accounts, 1 folio or 100 folios, it is still the same discounted fee. Pilo Arts, ranked as one of New York's best 5 Color Salons, is the definitive authority on hair, beauty, and wellness in the North East. Folio Institutional maintains separate and independent records of all important information about your investment account. Folio Investing, Motif, and Tailored Portfolios. Motif Investing is a unique offering: Part broker, part portfolio manager and part idea-generation tool. Therefore, other mutual fund services like Betterment or Motif could be more appropriate and less costly alternatives. With the Unlimited Plan, you also have the option to have monthly, or annual, fees billed to a credit card. Motif Investing was once a close competitor that offered similar portfolio-based products with a $9.95 commission charge per portfolio. The Goldman Sachs-Folio deal was in the works long before Motif entered troubled waters. If you already had a Folio account and would like to consolidate your accounts under a single login, please complete and return the Internal Account Transfer Form, which can also be found on the Forms page of the Help Center. See our Automated Tax Strategies page for more information. Folio Investing will setup all accounts for dividend reinvestment. Folio Investing supports an unlimited number of folios (previously motifs) in each customer account. April 2020 update: Motif ended operations in April 2020 and is no longer accepting new accounts. Margin Account Features and Interest Rates. Please explore our site, before and after you login, to find and learn about all of the features, and ways to trade and manage your account. Folio Investing offers well over a thousand mutual funds, all for no transaction fee with no loads. At Folio, there is a ridiculous $29/mo fee just to have an account there and they force all the Motif users on this plan. To obtain your new username, please visit the Folio Investing Log In page, select Forgot Username, and follow the on-screen instructions. Select from the options offered and follow the on-screen instructions. Motif Investing, Inc. operates as an online broker. At Folio Investing, you will be able to get many of the features and benefits you have at Motif, plus some more robust features, including: For more information, visit FolioInvesting.com. See the Brokerage Features page for all of Folio Investing's offerings--securities, accounts, products and more. Motif Investing was once a close competitor that offered similar portfolio-based products with a $9.95 commission charge per portfolio. Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif, a … Yes, your fractional shares will transfer intact and will not result in a taxable event, unlike the potential tax impact you may incur by moving to another brokerage. The website's functionality has a great deal of power and features, some of which would be lost in an app. Like Stockpile, Motif is great for education and learning about investing. Motif was founded by Hardeep Walia. Folio Investing enables subscriptions to IPOs and alternative securities offerings through its site, though the number of offerings is currently very small due to market conditions. … When she spoke to Walia back in 2016, he was already concerned about a Chinese copycat site MotifInvesting.net that had launched with the same dashboard. Folio Investing supports as many accounts as you need under your single login, all covered by the discounted monthly or annual fee. We're delighted you're here. If your account does not have the motifs that you recall, you will need to set those up on the Folio platform, as we did not receive data for them. Folio Investing generally does not support OTC Pink or Bulletin Board securities . Motif and Betterment, for example, are two companies that offer portfolio rebalancing and fractional investing. Investors can also customize their motif mix for asset allocation and blend of investments that work best for their needs or interests. The company also provides professionally-built Pies. Check out these 40 Frequently Asked Questions FAQs to commonly asked questions to get the answers you need. Yes, if your cost basis information is on your Motif account on May 20, 2020, it will transfer over to preserve tracking of short- and long-term capital gains/losses. Motif Investing is closing its trading platform and exiting its ETF indexing deal with Goldman Sachs in May. No specific reason has been given for its sudden closure. Folio serves investors of all kinds – from individual customers to some of the largest financial firms in the United States. If you have a margin account at Motif Investing, it will be opened as a margin account at Folio Investing as long as you meet certain requirements (e.g., it is not an IRA account). Requests to convert to the Folio Investing Basic Plan after July 20th, 2020 will be charged the conversion fee, of $4 per security -- up to $29. The most similar brokerage firms to Folio Investing are M1 Finance and Motif Investing. Folio Investing offers a comfortable blend of prepackaged investment folios, plus the ability to create and customize your own folios. Motif Investing is shutting its doors on May 20th, and all brokerage accounts will be transferred to Folio Investing on this date. While we do not have an app, you may view your account on mobile via the website. Motif, which raised approximately $126 million in funding since it launched in 2012, is just the latest independent digital wealth manager to either close or be acquired. If your cost basis information is absent, you will need to enter this information on your new Folio Investing account. If such OTC Pink or Bulletin Board securities are transferred to Folio Investing, then they will generally be setup with a Sell Only restriction -- meaning that you can sell them but cannot buy more. Charles Schwab has agreed to buy some of the remains of Motif, the portfolio management company that told clients in April it was ceasing operations and transferring them to Folio Investing. Motif was founded in … RIAs using Motif had until May 12 to decide whether to stick with Folio or transfer Motif accounts to another broker-dealer or custodian ahead of the May 20 transition. account fee for accounts with fewer than 3 trades per quarter (3-month period) Folio Investing Unlimited Plan: 2,000 commission-free trades per month, and $0.50/trade after that; $3 fee per order Folio Investing gives the investor a lot of control, which may not be ideal for those who may need to be more thoroughly guided through the online investing and folio process. The website says to email support to downgrade w/ a $4ea security fee (yup, more fees!) Folio Investing has been a leader in online brokerage since inception in 2000 and we have built a reputation of innovation, client-centricity, and our enduring commitment to building smarter, better investors. If you choose to do nothing, your accounts will transfer to Folio Investing, and this process will be automatic.However, you do have the choice to choose a new brokerage account for yourself instead. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. No, bank links will not come over during the transfer of your Motif account. It also seemed an odd coincidence that Schwab was announcing its belief in bundle purchases just as all of this was happening. Besides folio investing, Folio Investing also provides trading in the individual stocks, ETF’s, and mutual funds that make up its portfolios. Motif Investing Announces Plans To Shut Down In May Financial Advisor Magazine. Have a question about your Motif Investing account transfer? We have loaded all of the data that we were provided by Motif, which enabled us to set up most accounts to appear similar to how they appeared at Motif before the transfer to Folio. It is another firm in the growing list of robo advisors that have done so. The deal for the all-cash asset purchase is expected to close by May 20, 2020. Folio Investing does not charge account termination fees on brokerage accounts unless you are using account transfer (see below). Motif clients will be onboarded to Folio Investing Unlimited accounts, for which they will be charged $19.95 per month, a discount from Folio’s usual $29 per month. We certainly hope that you find value in all that Folio Investing offers, but we understand if you choose to transfer elsewhere or close your account. Like Motif, M1 enables you to construct your own portfolios of stocks and ETFs or select from premade portfolios set up for different investing themes like risk tolerance, time horizon, industry focus, etc. Existing accounts will be transferred to Folio Investing. At M1 Finance, customers build Pies, which are baskets of stocks and ETF’s. Motif Investing, a fintech firm that offers brokerage and robo-advisor services, has announced that it is ceasing operations. It's not even in the News section of the website so I'm guessing it is breaking news. No. Folio Institutional supports personal, business, trust, retirement and many other account types. As of May 20th 2020 Motif Investing is closing its doors. We've accomplished that by adhering to our five key principles Diversification, Cost Reduction, Customization, Consistent Investing, and Tax Minimization. This can be the perfect mix for the person who wants to control his or her own investment strategies, but also wants the option of having access to broker prepared investment packages. View our frequently asked questions (FAQs) to learn more about the transition from Motif Investing to Folio Institutional. For people interested in an easy-to-use alternative, we recommend considering M1 Finance. Contact Us. Motif negotiated a price discount with Folio, from $29 down to $19.95 per month. Account transfer fees will also change under the new brokerage firm. After careful review and analysis, select, Under Your Accounts, scroll down to the desired account. Users were notified on Friday that the firm, with ties to Goldman Sachs Asset Management, will transfer client assets to Folio Investing. You will receive an email with your username in approximately one hour. Somehow it didn't add up that Motif was merely selling accounts to Folio, and Motif CEO Hardeep Walia had nothing to say about 10 years in business where many things went right. Our Address. Somehow it didn't add up that Motif was merely selling accounts to Folio, and Motif CEO Hardeep Walia had nothing to say about 10 years in business where many things went right. Motif Investing allows investors to select a particular motif, or theme-based portfolio, which typically includes about 20 to 30 stocks or ETFs, for a fee of $9.95 per trade. If you wish to have your pricing plan downgraded to the Folio Investing Basic Plan, email this request to us after your account transfers, and no later than July 20th, 2020, and we will waive the conversion fee to the Folio Investing Basic Plan. With the Unlimited Plan, you also have the option to have monthly, or annual, fees billed to a credit card. Buy and hold. To transfer to another broker-dealer or bank, your new firm must initiate the transfer using the Automated Customer Account Transfer Service (ACATS) system. Note, tax consequences may apply. Pilo's award winning beauty services include highlighting, coloring, haircuts, facials, massage, body treatments. Brooke's Note: Mysteries solved. The new Folio Investing accounts will … You may find the online Help Center particularly useful. Motif ceases operations, transfers accounts to Folio Investing. We will need your full name, address, email address, phone number, date of birth and Social Security Number. How Baby Boomers May Impact Asset Classes and Investment Vehicles in the Future. No, you will need to login to your new Folio Investing account and permission those people onto your account, after they have setup their own account with Folio Investing. Note, a $100 ACAT transfer fees will apply for a full account transfer. 2,000 commission free window-trades per month, Almost every equity and Exchange-Traded Fund listed on a US national securities exchange, Advanced tax management tools, including a highly advanced and patented. Before M1 Finance, I considered Motif Investing. Please check your spam folder and other email accounts to which you have access. Folio serves investors of all kinds – from individual customers to some of the largest financial firms in the United States. Pershing can be contacted at 1-201-761-5499 with your questions and requests for tax forms. Existing accounts will be transferred to Folio Investing. The Pricing Plan column on the right side identifies your pricing plan. There weren’t any additional fees, but it was still lacking in comparison to Folio. Motif Investing was a small firm by industry standards. Existing accounts will be transferred to Folio Investing. Nevertheless, it did develop its platform over time, rolling out a robo service in 2016, socially-conscious investing in 2017, and market-linked CDs in 2019. For OTC/Pink Sheet holdings that did not transfer to Folio, please contact Pershing, Motif's custodian, at 1-201-761-5499 with your questions. While it is our goal to transfer all motifs as 'whole units' or folios, your April 17, 2020 Motif email states, "The view of your Motif portfolios may not transfer over to your Folio account. 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