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• Online trading as low as $3.50 and a new way to invest
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Online trading as low as $3.50 and a new way to invest!

Through MEMBERS FOLIO Investing (from FOLIOfn^®), Navy Federal members may now place trades for $3.50. Read on for more information and also learn how “Folio” investing is both affordable and easy.

Affordable…
There is no minimum to invest. And, for your convenience, you can select from two pricing plans for your MEMBERS FOLIO Investing account: transaction pricing or flat-fee pricing. With transaction pricing, members pay ONLY $3.50/stock each time you buy or sell a stock during a window trade. By setting up recurring monthly window trades, the price is further reduced to $1.95/stock under the transaction pricing plan.

With the flat-fee pricing plan — starting at only $19.95 a month or $199 annually — members may trade individual stocks or an entire Folio commission-free during a window trade. Other flexible pricing options are available.

Easy…
Our members can buy an entire portfolio (or Folio) of stocks in one quick transaction — like buying a mutual fund, but you own the stocks. You can either choose individual stocks or select one of the Ready-to-Go Folios. There’s even a specialized planner to help you select the stocks or Folios that meet your investment goals.

How do I get started?

• From the MEMBERS FOLIO Investing home page , click on “Open an Account” and follow the easy instructions to enter your account information, e.g., type of account, name, address, etc. Then select your desired pricing plan (membership/flat-fee or transaction). At this point, you will be able to select your individual stocks or Folios or use FOLIO Wizard. (Note: You will not be prompted to select a pricing plan under a Watch Account; only when you convert to a “live” account will you be asked to select a pricing plan.)
• Want to try MEMBERS FOLIO Investing first, risk free? Select our “Test Drive” option and put together individual stocks or Folios using play money. No risk and no obligation.

For more information on your brokerage options go to Brokerage Center.

Securities products and services offered through FOLIOfn Investments, Inc., member FINRA/SIPC, an independent broker/dealer.

*Unlike FOLIOs, mutual funds are separate securities registered with the SEC that are separately sold and managed apart from their underlying securities.

Investments are not federally insured, may lose value, not underwritten or guaranteed by the credit union.

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Registered representatives of and securities offered through Navy Federal^® Brokerage Services, LLC (NFBS), member FINRA/SIPC. Investment Advisory Services offered through Navy Federal^® Asset Management, LLC (NFAM), an SEC registered investment advisor. NFBS and NFAM operate under the marketing name of Navy Federal^® Investments & Insurance. Insurance sold through licensed insurance representatives of various companies. Nondeposit investment products are not federally insured, not obligations of the credit union, not guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal, and may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. NFBS and NFAM products are not offered, recommended, sanctioned or encouraged by the Federal Government. Office of Supervisory Jurisdiction, 12851 Worldgate Drive, Herndon, VA 20170; phone 1-877-221-8108; fax 703-206-1510.