Folio Shareholder Platform:
Building Shareholder Loyalty is Good for Business

“Until now, the only way non-publicly tradable REITs could support their shareholders was with expensive, inflexible Transfer Agent platforms that cost issuers like us millions of dollars.
Folio changed this.”

– Bobby Bowers, CFO, Piedmont Office Realty Trust

At Folio Institutional, we make it easy to build shareholder loyalty through our Folio Shareholder Platform (FSP)—a reliable, streamlined and cost-effective way for shareholders to hold your stock and reinvest in your company. That’s why companies choose to work with us.

Through the FSP, companies like yours can now place their shareholder accounts on a platform that allows investors to hold and purchase more of your common stock—at little to no cost to you.

FSP - Better for Issuers

FSP - Better for Shareholders

Looking to Learn More?

Get Started Today!

To connect to the Folio Shareholder Platform, call us today at 1-888-485-3456 or email us at