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Resources: Advisor Communications

Folio Institutional sends email communications informing you of events that cover a range of topics from new platform enhancements, updated forms and compliance regulations, to other important notifications. Below you will find an archive of past communications.

2013 Advisor Communications

Friday, December 13, 2013

Featured Platform Enhancements: Tax Lot Management Tool, Custom Benchmarks, Updated Withdrawal Request Functionality
Platform Enhancements Guide

Friday, April 5, 2013

Featured Platform Enhancements: Account Transfers, Client Account Signatures, Alert Emails for Cash Withdrawals
Platform Enhancements Guide

Friday, March 8, 2013

Featured Platform Enhancements: Updated Transaction History Page, Updated Holdings Page, New Trade Types (Buy and Rebalance, Sell and Rebalance), New Auto-Trade Option (Just Rebalance), Tax Center Enhancements, Service Updates (Custodial Mailing, Important Tax Documents Dates)
Platform Enhancements Guide

2012 Advisor Communications

Saturday, December 1, 2012

Featured Platform Enhancements: Updated Performance Reporting, New Cash Activity Page, Tax Lot Enhancements, IRA Withdrawal Request, New Navigation for Client Website, New Statements & Tax Records, Updated Reporting for Large Traders, New Market Maker and Internal Operations Enhancements
Platform Enhancements Guide