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Motif Blue

How is my subscription price determined?

Subscriptions are a flat fee of $9.95/month for most customers. Some customers add our Unlimited features for an additional $10/month to use additional commission-free trades and real-time quotes. Motif Impact Accounts with a value over $100,000 switch to a tiered pricing model of $9.95/month per $100,000 invested. So a customer with $150,000 in their Motif Impact Account will have a base price of $19.90/month with the option to add Unlimited for another $10/month.

Can I cancel my Motif Blue subscription whenever I want?

Yes. Click the Cancel Plan link in the plan summary box at the top of the BLUE Management page.

Can I switch Motif Blue plans later?

Yes! Our Standard plan enables you to invest in more motifs, get commission-free trades each month, and open a Motif Impact Account. Click the Change Plan link in the plan summary box at the top of the BLUE Management page. Because the Starter plan has been retired, you won’t be able to switch back to your current plan once you upgrade. Your monthly subscription fee will be prorated.

What do I get in the free trial period of Motif Blue?

During your free trial period, you get every benefit listed for the plan you choose. Once your trial period is over, your investment choices and schedules will remain in effect when you continue into your paid plan.

What is included in my monthly subscription fee?

Please view your BLUE Subscription Management page to view your benefits.

What is Motif Blue?

Motif Blue is a subscription service that can help you build wealth, save time and effort, and save money. It offers automated investing, automated rebalancing, market commentary, real-time quotes, and commission-free trades for a fixed monthly fee. To view plan pricing and details, click here.

What do I get in the free trial period of Motif Blue?

Your free trial lasts for one month from the date of your enrollment. During your free trial period, you get every benefit listed for the plan you choose. Once your trial period is over, your investment choices and schedules will remain in effect when you continue into your paid plan.

What is auto-invest and which motifs are eligible?

Auto-investing allows you to set aside a recurring amount to invest at a frequency you set (bi-weekly, monthly, quarterly, or annually). With Motif Blue, you can auto-invest in any professional motif or motif that you have built or customized. You cannot auto-invest in a community motif or single stocks at this time. All Motif Blue auto-invest trades are commission-free.

What is auto-rebalance and which motifs are eligible?

Rebalancing ensures your professional motifs are up-to-date and stay true to your original strategy. It also helps enforce the discipline of buying low and selling high as you adjust your positions back to your target weights. With auto-rebalance, we do this for you so your professional motifs are always current.

Once enrolled, you can choose which professional motifs to auto-rebalance, and we’ll always notify you when a rebalance will happen so that you remain in control. Only professional motifs are eligible. All auto-rebalance trades are commission-free.

When does the auto-rebalance of professional motifs occur?

As a BLUE member, enrolled motifs with an available update are automatically rebalanced on Mondays at 9:30am ET. Note, if the auto-rebalance falls on a market holiday, your motif will be updated the following day.

You stay in control by selecting which of your professional motifs will be auto-rebalanced, and you’ll always be notified before a rebalance occurs. If you need to make a change, you may cancel an upcoming rebalance transaction at any time before 9:20am ET on the scheduled rebalance date.

What are commission-free trades and how many do I get?

Commission-free trades are motif or single stock trades that carry no commission fees when executed.

As part of our Blue Standard plan, you get one commission-free trade per month.
As part of our Blue Unlimited plan, you get three commission-free trades per month.

For both plans, unused commission-free trades do not roll over to subsequent months. When not enrolled into Motif Blue, all motif and stock trades are subject to regular commission fees as defined on our pricing page.

What are “next market open” trades in Blue Unlimited?

“Next market open” trades are motif or single stock trades that carry no commission fees, but are scheduled to be executed when the market opens on the next trading day (9:30am ET).

Keep in mind, placing market orders at market open can be considered risky because a lot can change from market close one day to market open the next. For example, company’s earnings announcement with significant news, world events, and activity in international markets can all create volatility to overnight stock prices.

What’s so special about real-time quotes in Blue Unlimited?

Currently, all Motif customers get real-time quotes on their trade pages and 15 minute delayed quotes on all other pages of our site. Using delayed quotes is common practice for many financial websites because of the cost associated with accessing real-time stock quotes from U.S. stock exchanges. If viewing real-time price data on our motif and stock details pages is important to you, the Premium Unlimited plan may be of superb value.

Can I switch Motif Blue plans later?

Yes! Contact customer service if you would like to change plans, and we’ll take care of the rest. If you change plans after your trial period, the change in your monthly subscription fee will be prorated accordingly.

Can I cancel my Motif Blue subscription whenever I want?

Yes! Contact customer service if you would like to cancel your plan during or after your free trial. If you do cancel, your benefits will end immediately upon cancellation, and you may not be able to re-enroll for a number of months to prevent gaming of our pricing.