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Client Service Message
Due to the May 21, 2020 transfer of Motif Investing accounts to Folio, you may experience longer than normal wait times on our Client Service phone lines and email support. We apologize for the inconvenience and look forward to working with you to answer all of your questions.

A message from our CEO, Steve Wallman, on Goldman Sachs' planned acquisition of Folio Financial.

Memorial Day Customer Service Hours
In observance of Memorial Day, the U.S. bond markets will close at 2:00 p.m. ET on Friday, May 22nd. The U.S. financial markets and our offices will be closed on Monday, May 25th.

Due to the early closures, there will be no mutual fund orders in the 2:00 p.m. ET trading window on Friday, May 22nd. All mutual fund orders must be placed no later than 11:00 a.m. ET on Friday, May 22nd to be executed that day. We will not accept mutual fund orders between 11:00 a.m. ET and 2:00 p.m. ET on Friday, May 22nd. All window trades containing mutual fund orders placed after 2:00 p.m. ET on Friday, May 22nd will be executed on Tuesday, May 26th.

No window trades, direct trades, account transfers, or money transfers will be processed on Monday, May 25th.

Customer Service Holiday Hours 5/22/2020 - 5/26/2020
Friday, May 22nd: 7:00 a.m. - 9:00 p.m. ET
Saturday, May 23rd: 8:00 a.m. - 4:00 p.m. ET
Sunday, May 24th: 8:00 a.m. - 4:00 p.m. ET
Monday, May 25th: Closed
Tuesday, May 26th: 7:00 a.m. - 9:00 p.m. ET


By logging in, you agree to any changes in your Customer Agreement