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Client Account Features


We provide your clients with direct, online access to statements, records of their holdings, trading confirmations, tax documents, and more. Your clients can always know where they stand. more »


Your clients can vote their own proxies. Clients can also designate you as their advisor, or another person, to vote on their behalf. more »

Tax Management

Eight automatic tax lot management strategies to choose from and comprehensive accounting help you better manage tax efficient portfolios for your clients. more »

Privacy & Security

We continually improve our account security to protect your clients’ personal information. We protect your clients’ investments with supplemental insurance in addition to our SIPC protection, and we offer extended FDIC Insurance for cash investments. more »

©2021 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.
Folio Financial, Inc., and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.