What types of accounts does Folio Institutional offer?

Asked 6 months ago
Folio Institutional offers a range of account types to cater to various investment needs. These include Individual Retirement Accounts (IRAs), including traditional, Roth, SEP, SIMPLE, and Inherited IRAs, which provide tax advantages for retirement savings. Additionally, Folio Institutional offers individual and joint taxable brokerage accounts for general investment purposes. For organizations and institutional clients, they provide a variety of account types such as trust accounts, corporate and partnership accounts, custodial accounts, and 401(k) accounts. These different options allow clients to choose the account type that aligns with their specific financial goals and requirements. With a diverse selection of account types, Folio Institutional aims to accommodate both individuals and institutions seeking a comprehensive suite of investment solutions.
Adam Goldkamp is the editor / author responsible for this content.
Answered Nov 2, 2023

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