Folio Institutional

Free Online Demo --> Login

MENU

Free Online Demo Login

Advisor Features Help

Client Setup: Type of Client

Select a client type below and click Continue.

Business

Corporation
Type ‘S’ Type ‘C’
General Partnership
Limited Partnership
Limited Liability Company
Type ‘S’ Type ‘C’ Partnership
Sole Proprietorship

Other

Investment Club
Business Trust
Qualified Retirement Plan - Participant Level
(3rd Party Administration Required)
Qualified Retirement Plan - Omnibus
(3rd Party Administration Required)
Unincorporated Organization

Helpful Info

Help Center: What Types of Corporate, Trust, and Other Accounts Can I Open?

Company

Careers
Contact Us

Legal

Important Disclosures
Privacy
Protection & Security
Financial Statement

Contact

Fax: 1 (703) 649-6288

Email: info@folioinstitutional.com

Address

Folio Institutional
8180 Greensboro Drive
8th Floor
McLean, VA 22102

©2024 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved.
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. Goldman Sachs is a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization.
Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. operates under the name Folio Institutional and other trade names.
Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folio Financial, Inc. and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc.
Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.