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Folio Institutional Customer FAQ

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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 offers a range of account types to cater to various investment needs. These include Individual Retirement Accounts...

Are there any fees associated with Folio Institutional accounts?

Yes, there are fees associated with Folio Institutional accounts. The fees vary depending on the type of account and the services provided....
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Overview

What is Folio Institutional?

Folio Institutional is a leading provider of innovative technology and investment solutions for financial advisors and institutional...
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Account Types

What types of accounts does Folio Institutional offer?

Folio Institutional offers a range of account types to cater to various investment needs. These include Individual Retirement Accounts...
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Investment Options

What investment options are available through Folio Institutional?

Folio Institutional offers a diverse range of investment options to meet the unique needs and goals of our clients. Our platform provides...
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Fees

Are there any fees associated with Folio Institutional accounts?

Yes, there are fees associated with Folio Institutional accounts. The fees vary depending on the type of account and the services provided....
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Trading

Can I trade individual stocks and bonds through Folio Institutional?

Yes, you can trade individual stocks and bonds through Folio Institutional. As a leading custodian that offers innovative investment...
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Minimum Investment

What is the minimum investment required for a Folio Institutional account?

The minimum investment required for a Folio Institutional account is $25,000. This amount ensures that clients have access to a diverse...
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Retirement Savings

Can I use Folio Institutional for my retirement savings?

Yes, Folio Institutional can be used for retirement savings. They offer a wide range of retirement account options, including Traditional...
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Automatic Transactions

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

Yes, you can set up automatic deposits or withdrawals with Folio Institutional. Our platform offers a convenient and customizable Auto...
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Support Resources

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

Folio Institutional offers a wide range of support and educational resources to its users. Clients have access to a dedicated relationship...
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Help me with my Folio Institutional customer service issue

Ask any question you have about Folio Institutional customer service. We will do our best to get you answers right away.
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