Motif compared to brokers
Account minimum


  • No minimum to open an account, but a $300 balance is required to invest in a motif.

  • $10,000 minimum to open direct index account.

Stock trading costs

  • Stocks and ETFs: $4.95 per trade for real-time; $0 at next market open.
  • Professional motifs: $9.95 for real-time; $0 at next market open.
  • Your own or community motifs: $19.95 for real-time; $9.95 at next market open.
Options tradesNot available.
Account fees (annual, transfer, closing, inactivity)

No inactivity or annual fees; $95 IRA closure fee; $65 full account securities transfer out fee; $10 platform fee quarterly for accounts below $10,000 with no trades the previous 3 months (not charged if balance is $0). Most professional motifs carry licensing fees of 0.25% to 0.50%.
Commission-free ETFs

Real-time ETF trades: $4.95. Next market open ETF trades: $0.
Number of no-transaction-fee mutual fundsMutual funds are not available.
Tradable securities


  • Stocks.

  • ETFs.

  • Fractional shares.

  • IPOs.

Trading platform

Basic web trading, including alerts and watch lists. Investors can buy and sell stocks using market and limit orders, but stop and stop-limit orders are supported only when selling.
Mobile app

Investors can track and benchmark motifs, browse new ones and view a tailored news feed.
Research and data

• Standard quote pages with key financial information, news and a stream of tweets referencing that ticker. Quotes are real time on trade pages and delayed 15 minutes on all other pages.
• Motif Blue subscribers get real-time quotes on all pages.
Customer support options (includes website transparency)
Phone support Monday - Friday, 9 a.m. to 6 p.m. Eastern. Email and text support.
PromotionNone.
Motif compared to robo-advisors
Account minimum

$1,000 for Motif Impact Portfolio. $10,000 for Direct Index accounts.
Account management fee

0.25%.
Investment expense ratios

Licensing fees for motifs range from 0.25% to 0.50%.
Account fees (annual, transfer, closing)

No inactivity or annual fees; $95 IRA closure fee; $65 full account securities transfer out fee.
Portfolio mix

Choice of three SRI portfolios focusing on fair labor, the environment and good corporate governance.
Accounts supported


  • Individual and joint nonretirement accounts.

  • Traditional, Roth and rollover IRAs.

  • Trusts.

Tax strategy

Not available.
Automatic rebalancing

Free on all accounts.
Human advisor option

Not available.
Tools

Investors can track and benchmark motifs; tailored news feed.
Customer support options (including website transparency)
Phone support Monday - Friday, 9 a.m. to 6 p.m. Eastern. Email and text support.
PromotionNone.