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Fixed Income

Folio Institutional refers fixed income securities business to The Kingdom Trust Company (“Kingdom”), www.kingdomtrust.com. At Kingdom, you and your clients will have access to thousands of fixed income products with maturities of one year or longer, including US Government and Agency Securities, as well as Corporate and Municipal Bonds.

Through this referral arrangement, Kingdom handles all aspects of your client’s fixed income assets. Folio Institutional displays the total assets in your client’s Kingdom account on your client’s Accounts page at Folio Institutional and Folio Client. Your client’s equity and fixed income holdings appear on separate Kingdom statements that are uploaded to their Folio Client Statements & Tax Records.