How often will I receive account statements from Folio Institutional?

Folio Institutional typically provides account statements on a quarterly basis. These statements include detailed information about your investment performance, transaction history, and account balances. In addition to quarterly statements, clients may also have the option to view their account information online, which can offer more up-to-date insights into their investments at any time. It is important for clients to regularly review these statements to ensure they remain informed about their portfolio's progress and any relevant changes. For the most accurate and up-to-date information regarding account statement frequency and options, it is advisable to visit the current Folio Institutional web page. This can provide you with further details and potentially additional resources regarding account management and reporting.