Online reporting tools, electronic statements, downloadable tax documents and more allow you to directly access important information about your accounts. more
Eight automated tax lot relief protocols and comprehensive tax lot accounting are available to you. Your tax documents are stored securely in your online Statements & Tax Records. more
A unique corporate activities notification and voting system that offers you an easier way to access information about, as well as vote, your own proxies. more
Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts. more
Protect your assets with proven technology, processes and insurance. more
Folio Client puts your account information at your fingertips. Your direct client log in is just one part of a suite of innovative online services available to you.
Folio Institutional maintains separate and independent records of all important information about your investment account.
You can directly access statements, holdings, trade confirmations, tax documents, tax lot details, proxy information and more. Folio Institutional supports personal, business, trust, retirement and many other account types.
Through a special FDIC and SIPC program, your cash is insured at levels far beyond what some of the nation’s largest financial institutions provide; your securities are covered under applicable SIPC and supplemental insurance. more
With Folio Institutional, your financial advisor can manage your stocks, ETFs and mutual funds as integrated investment portfolios called Folios.
Folios make it easy for your advisor to design a personalized portfolio that addresses your specific needs and investment goals.
Folio Institutional consolidates brokerage, custody, trading, performance and tax reporting, and compliance services on a simple-to-use platform so your advisor can focus attention on managing your investments.
Folio Institutional is used by more than a thousand advisors to manage billions of dollars of client assets on our platform. Founded in 1999 by Steven Wallman, a former Commissioner of the Securities and Exchange Commission, we provide a better way for advisors to manage your financial investments. Advisors can provide their clients with customized portfolios, better asset allocation, and more efficient trading to improve portfolio performance. more
Check our background on FINRA’s BrokerCheck.