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What if I forgot my password?
What if I forgot my username?
How do I change or update my personal information?
How do I add money to my account?
What are your minimum browser compatibility requirements?
Protection and Security
How to reset a password, update an address, add accounts, control permissions and more.
Fund an Account
How to transfer securities, setup electronic funds transfers and online bill pay.
Invest with Us
How to buy and sell individual securities and Folios of securities.
Information about margin borrowing for investing and withdrawals.
How to invest in an IRA, including contributions limits, deadlines and more.
How to buy and sell private securities from Folio's Private Capital Network.
Open an Account
How to open an account, information on account types and more.
Manage Your Account
Manage your Folio account.
How to get your cost basis, 1099s, and other tax related information.
How to distribute the assets in the accounts of a decedent.