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 Invest feature that allows you to automate your investment strategy. With Auto Invest, you can set up regular contributions to your account, ensuring a consistent and disciplined approach to saving and investing. Whether you want to make monthly, quarterly, or annual deposits, our platform easily accommodates your desired frequency. Similarly, you can also establish automatic withdrawals, giving you the flexibility to regularly withdraw funds from your account. By automating these processes, you can save time and effortlessly stay on top of your investment goals with Folio Institutional.