![]() Our partners cannot pay us to guarantee favorable reviews of their products or services. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Folio Financial has developed a differentiated technology offering that. So how do we make money? Our partners compensate us. NEW YORK, SeptemToday Goldman Sachs (NYSE:GS) will successfully complete its purchase of Folio Financial, Inc., an execution, clearing and custody platform that serves independent Registered Investment Advisors (RIAs) across the wealth spectrum. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward - and free. No other brokerage offers our unique combination of patented innovations, powerful platform, passion, and determination to help investors reap the benefits of. ![]() We believe everyone should be able to make financial decisions with confidence. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. They are not intended to provide investment advice. Since the transfer is expected to take place in January 2021, possibly resulting in reportable activity from both brokers for the year, you may receive two tax forms for 2021, one produced by Folio for the period covering Januto the date of transfer, and one produced by IBKR. They provide an array of services like brokerage features. Your 2020 tax forms will be produced by Folio but made available through your IBKR account, when available. 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. Folio Investments, Inc., was launched in 2000 and is located in Virginia, United States. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. Folio Investing offers a comfortable blend of prepackaged investment folios, plus the ability to create and customize your own folios. EarthFolio makes investing hassle-free with built-in features designed to save you time and money. is an independent publisher and comparison service, not an investment advisor.
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