While your financial advisor remains the primary point of contact for all of your investment accounts, as a custodian, we maintain separate and independent records of all important account information and provide online access to statements, confirmations, tax documents, transaction history and more. We provide custody and trade execution services to advisors whose clients invest in equity securities, mutual funds and ETFs. We offer clients and anyone the designate direct, independent, online access to custodian issued statements, tax documents, and proxy voting. We also provide performance, tax, and transaction reporting, and analytical tools on our simple-to-use platform. We believe Folio Institutional is the most complete solution available for advisors seeking to meet the growing needs of today’s more sophisticated and demanding investors.įolio Institutional provides asset custody, low-cost order execution, and commission-free window trading of single securities and whole portfolios. Advisors can use our platform to build and manage integrated investment portfolios called “folios” that can contain stocks, ETFs, or mutual funds while delivering better control and greater transparency for clients at a lower cost. Folio Institutional provides advisors with powerful tools to manage diversified strategies for clients.įolio Institutional provides secure asset custody and a state-of-the-art, patented portfolio management, trading, and brokerage platform to support your investing needs. We are an ideal match for advisors and their clients seeking an established, well respected custodian for client assets, and a cost-effective portfolio management, investment, and high-end client services platform. With access to innovative, patented online brokerage and investing solutions, advisors can efficiently maintain diversified portfolios of securities, retain hands-on control over investments, and utilize tools to manage tax liabilities, produce analytical reports, conduct compliance-type reviews, and take many other actions for the benefit of their client. As a clearing broker-dealer, we are subject to periodic financial audits performed by the SEC and/or FINRA. We are a member in good standing of the Financial Industry Regulatory Authority (FINRA), The independent, non-governmental regulator for all securities firms doing business with the public in the United States, and are subject to oversight by the SEC, FINRA, and various state securities regulatory agencies. We provide you with direct, independent online access to view your investments, receive tax information, monitor performance, vote proxies, or take other actions not assumed by your advisor. Today, we provide custody and brokerage services for billions of dollars of investor assets. Securities and Exchange Commission (SEC), we have been a self-clearing broker dealer and a direct member of the Depository Trust & Clearing Corporation (DTCC) since 2001. Wallman, a former commissioner of the U.S. Folio Institutional is a division of FOLIO fn Investments, Inc., the custodian your advisor has chosen to hold and support management of your investment assets.įounded in 2000 by Steven M.H.
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