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Folio Institutional Customer FAQ

Top Answers & How-to Guides

What is Folio Institutional's Phone Number?

The question we are asked most often is about how to talk to Folio Institutional customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

What types of accounts does Folio Institutional offer?

Folio Institutional provides a range of accounts, including individual brokerage, retirement accounts like Traditional and Roth...

Are there any fees associated with Folio Institutional accounts?

Folio Institutional accounts generally come with various fees, including management fees and trading commissions, which can...
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Recent Folio Institutional Customer Questions

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Account Types

What types of accounts does Folio Institutional offer?

Folio Institutional provides a range of accounts, including individual brokerage, retirement accounts like Traditional and Roth...
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What types of investment accounts can I open for my children?

There are various investment accounts available for children, such as custodial accounts under specific acts, 529 college...
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Investment Options

What investment options are available through Folio Institutional?

Folio Institutional provides a wide range of investment opportunities, including custom portfolio creation, stocks, ETFs,...
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Can I trade individual stocks and bonds through Folio Institutional?

Folio Institutional allows investors to trade individual stocks and bonds, enabling tailored portfolio management. Clients can...
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Can I use Folio Institutional for my retirement savings?

Folio Institutional offers various retirement accounts, including IRAs and self-directed investment choices, aiding in managing...
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Fees and Minimums

Are there any fees associated with Folio Institutional accounts?

Folio Institutional accounts generally come with various fees, including management fees and trading commissions, which can...
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What is the minimum investment required for a Folio Institutional account?

The minimum investment required for a Folio Institutional account varies based on the chosen investment strategy and product,...
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Transaction and Access

Can I set up automatic deposits or withdrawals with Folio Institutional?

Folio Institutional provides options for automatic deposits and withdrawals, simplifying investment management. Clients can...
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Can I transfer assets from another brokerage to Folio Institutional?

Yes, assets can usually be transferred from another brokerage to Folio Institutional using various methods, including the...
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How can I withdraw funds from my Folio account?

To withdraw funds from a Folio account, users usually log into their online portal to find the banking or funds management...
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Can I access my Folio account from a mobile device?

Folio Institutional allows account access via mobile devices through their mobile-responsive website, which functions well on...
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Support and Education

What types of support and educational resources are available on Folio Institutional?

Folio Institutional provides a range of support and educational resources, including a comprehensive online help center,...
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What types of educational resources do you provide for investors?

Folio Institutional provides a range of educational tools for investors, including webinars, articles, and guides covering...
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How often will I receive account statements from Folio Institutional?

Folio Institutional generally issues account statements quarterly, offering insights into investment performance and...
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What resources are available for first-time investors?

First-time investors can access various resources to enhance their investment knowledge, including educational content like...
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