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Resources: Get Started Trading Today

Thank you for choosing Folio Institutional.

We put the power to transform your business into your hands by consolidating brokerage, custody, compliance and trading services into one easy-to-use, powerful platform.

Getting Started Checklist

Once you’ve opened an account, this checklist will help walk you through what you need to know to get started trading on the Folio Institutional Platform. From creating client accounts, to initiating funds transfers and receiving compliance reports, this checklist will help you get started today.

Download Checklist

Using the Advisor Dashboard

The advisor Dashboard is a productivity tool with over 65 specialized widgets that can be used to manage daily activities and spot potential problems before they happen. The Dashboard consolidates information across an advisor’s practice or firm-wide (depending on user permissions), providing access to client, account, holdings, balances, account restrictions, security exclusions, and much more. Refer to the Quick Guide and start using the Dashboard right away.


Although most client and account actions can be performed through this website, we provide a suite of PDF forms to make it easy to do business with us. more »

Remote Client e-Signature Guide

Remote Client e-Signature enables clients to electronically sign required account opening documents in a secure online environment.

Learn more about this feature in our Advisor User Guide, and share Step-by-step instructions with your clients in our Client User Guide.

Folio Institutional Feature List

Looking to use a model portfolio? Or co-brand your account statements? Take advantage of the full range of features available on the Folio Institutional platform.

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Folio Institutional Custodian Fact Sheet

For Advised Clients: This fact sheet gives your clients background on Folio Institutional and the custodial services we provide for their accounts.

Download Custodian Fact Sheet