Help Center

How to reset a password, update an address, add accounts, control permissions and more.

How to transfer securities, setup electronic funds transfers and online bill pay.

How to buy and sell individual securities and Folios of securities.

Information about margin borrowing for investing and withdrawals.

How to invest in an IRA, including contributions limits, deadlines and more.

How to buy and sell private securities from Folio's Private Capital Network.

How to open an account, information on account types and more.

Manage your Folio account.

How to get your cost basis, 1099s, and other tax related information.

How to distribute the assets in the accounts of a decedent.