Paladin Research Report for: Motif Investing


Paladin Transparency Index (PTI)


Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Automated Investment Platform
  • URL:
  • Year Established: 2011
  • Headquarters Location: San Mateo, CA
  • Most Recent Update: 8/25/15

Types of Financial Services

  • Investment services (Brokerage)

Registration & Licensing

  • SEC: 8-68736
  • CRD: 155731
  • IARD: 155731
  • Disclosures ( No disclosures

Contact Information

  • Email:
  • Telephone: 855-586-6843
  • Human Contact: Yes
  • Type of Contact: Email, telephone


  • Minimum Asset Requirement: No account minimum. Users must invest a minimum of $300 in a Motif
  • Minimum Fee: None
  • Free Offer(s): None

Combined Fees

  • Service Initiation Fees: None
  • Annual Fee: Buy/Sell Motif's for $9.95. Buy individual stocks and ETF's in user Motifs for $4.95 per individual stock or ETF (up to 30 stocks and ETFs in one Motif). See website for complete pricing details
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: DND
  • Assets (Paid): DND
  • Assets (Free): None

Investment Services

  • Number of Portfolios: More than 100 Motif's to choose from, or make your own
  • Types of Investments: Individual stocks, ETF's, ADR's
  • Investment Managers: Various

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: No
  • Rebalancing: Yes
  • Account Liquidity: DND
  • Investor Discretion: Yes

Additional Information

  • Clearing & Custody: Apex Clearing Corporation
  • Mobile Application: Yes

Paladin Transparency Rating (PTI)

  • 3.5


  • None


  • You are eligible to receive compensation under the "creator royalty program" if you create a Motif portfolio that other people buy or use for rebalancing.