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Online Broker FOLIOfn Introduces $3.95 Trades; FOLIOfn Offers $3.95 Market, Limit, Stop and Stop-Limit Orders

Advanced Technology Delivers Low Costs, Fractional Shares Trading and Powerful Portfolio Management Tools

VIENNA, Va., March 3 /PRNewswire/ -- Online brokerage firm FOLIOfn Investments, Inc., (http://www.foliofn.com/) has introduced unlimited $3.95 trades for market, limit, stop and stop limit orders of any amount of shares, with no prior minimum amount of trades required, no minimum account balance, and for all account types.
"Our mission is using technology to enable better investing," said FOLIOfn Chief Executive Officer Steven M.H. Wallman, "and we have leveraged our advanced technology to introduce what we believe is the industry's most truly useful online brokerage service for the individual investor.

"Our $3.95 per trade pricing plans for market, limit, stop and stop-limit orders, combined with our commission-free trading in our twice-daily trading windows, make us the choice for cost-conscious investors," Wallman said. "And our patented trading system, with its fractional shares trading capability, allows our customers to diversify instantly, buying complete portfolios of securities with no minimum investment. Our powerful performance tracking, portfolio management and tax management tools are the same ones major investment advisory firms use to manage their clients' portfolios. We've combined all these advantages to help our customers become smarter investors."

Low-Cost Membership Plans

FOLIOfn's two new trading plans that include the $3.95 trades are comprehensive offerings based on monthly or annual memberships. The firm's Silver Membership provides unlimited $3.95 market, limit, stop and stop-limit orders, as well as up to 400 commission-free trades per month in FOLIOfn's daily morning and afternoon trading windows, all for an introductory price of $24.95 per month.

The FOLIOfn Gold Membership provides 10 free market orders each month, with additional market, limit, stop and stop-limit orders at $3.95 each. The plan also includes up to 600 commission-free window trades each month. Its $39.95 per month, or $399 per year, membership fee makes it the preferred plan for the investor who wants to own and manage a broadly diversified portfolio.

"Our technology and pricing provide all investors the ability to pursue investment strategies that would be possible or practical only for high net worth clients at other brokerage firms," Wallman said. "For example, our clients can buy a complete portfolio containing 30, 40 or 50 securities at once. Then, they can cost effectively place limit or stop orders on individual securities within the portfolio to help protect profits."

Advanced Portfolio and Tax Management Tools

FOLIOfn's portfolio management tools also allow investors to track the performance of their investments and compare their fundamental vital statistics against various indices, stocks or mutual funds that can be selected as benchmarks. Individual securities and entire portfolios also can be "back-tested" to see how they would have performed over a historical period compared to selected benchmarks.

The firm's tax management tools facilitate trade management in line with one of eight tax strategies that can be pre-selected by the investor. The system also automatically tracks and records tax lots for every trade and allows losses to be easily harvested for tax purposes. Tax documents are delivered online, and data can be downloaded easily into spreadsheets and tax preparation programs.

"Our new trading plans and our powerful online tools provide exceptional value for the individual investor who wants to combine low trading costs with the ability to establish a diversified portfolio instantly and manage it effectively," Wallman said. "We're confident that investors who sample our service and compare it with those of other online brokerages will choose FOLIOfn."

About FOLIOfn

FOLIOfn, Inc. (http://www.foliofn.com/ and http://www.folioadvisor.com/) is a financial services and technology company that delivers leading-edge brokerage and investment solutions to financial services firms, investment advisors and individual investors. FOLIOfn offers its services on both a full- service basis and a technology-licensed basis. Through its wholly-owned, registered clearing broker-dealer subsidiary, FOLIOfn Investments, Inc. (member, NASD/SIPC), the company offers an integrated brokerage and technology platform featuring its patented, state-of-the-art Folio trading capability, as well as execution, clearance and settlement services. FOLIOfn's wholly owned proxy advisory and voting service, PROXY Governance, Inc., provides company- specific proxy voting recommendations designed to support the growth of shareholder value, as well as fully automated voting services.

Built on the Folio-technology operating system and brokerage platform are a number of integrated applications, including:

* FOLIOfn online investing, offered directly to retail customers and
through intermediaries, which lets individual investors buy
customizable portfolios of securities in a single, low-cost
transaction.

* FOLIO Advisor, which allows investment advisory firms and money
managers to easily and cost effectively create and manage custom
portfolios for their clients.

* FOLIO Manager, with FOLIO Allocator technology, which provides an
efficient way for financial institutions, including banks, broker
dealers, mutual fund companies and insurance companies, to sponsor
next-generation, uniquely flexible multi-manager, multi-security-type
managed account programs.

* FOLIO Vote, a fully web-based proxy-voting platform. FOLIOfn was the
first financial services company to make proxies, annual reports and
proxy voting available to its clients online.


Major investment advisory firms including Zacks Investment Management and Brinker Capital use FOLIOfn's brokerage and portfolio management services, while other domestic and international firms, including Nikko Cordial, Inc., have licensed FOLIOfn's technology for internal use.

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