Top FAQs

Additional Information

Help Center

Account Settings

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.

Margin Borrowing

Information about margin borrowing for investing and withdrawals.


How to invest in an IRA, including contributions limits, deadlines and more.

Private Investing

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.

Tax Center

How to get your cost basis, 1099s, and other tax related information.

Search Folio

Search entire Folio website.