The Folio Advantage
Learn who we are and how we compare to other brokerages.
How to reset a password, update an address, add accounts, control permissions and more.
Fund an Account
How to transfer securities, set up electronic funds transfers.
Invest With Us
How to buy and sell individual securities and folios of securities.
Cash Sweep Program
Our Cash Sweep Program pays interest at specific tiered rates on any cash held in your account at Folio.
Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts.
How to buy and sell private securities from Folio’s Private Capital Network.
How to invest in an IRA, including contributions limits, deadlines and more.
Manage Your Account
Manage your Folio Investing account.
Open an Account
How to open an account, information on account types and more.
Pricing, Billing, & Fees
How our pricing plans work and how our low pricing is possible.
Search Folio Investing
Search entire Folio Investing website here.
How to get your cost basis, 1099s, and other tax related information.
Definitions of many investing terms.
Account transfer form, W9, and other forms.