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What if a client forgets his password?
What if a client forgets his username?
How do I change or update a client’s personal or employment information?
How do I add money to a client’s account?
How do I transfer an account from another brokerage?
What are your minimum browser compatibility requirements?
Privacy and Security
Client Account Settings
How to reset a password, update an address, add accounts, control permissions and more.
How to get your cost basis, 1099s, and other tax related information.
Invest with Us
How to buy and sell individual securities and Folios of securities.
Fund an Account
How to transfer securities, setup electronic funds transfers.
How to buy and sell private securities from Folio's Private Capital Network.
Information about margin borrowing for investing and withdrawals.
Manage Client’s Account
Manage your Folio Institutional client’s account.
How to invest in an IRA, including contributions limits, deadlines and more.
Open a Client Account
How to open a client account, information on account types and more.
Models and Allocations
Information about Models and Allocations.
How to distribute the assets in the accounts of a decedent.