What happened to my folio account?
now known as Folio Investments, Inc. has discontinued its self-directed investment offering. If you are a former customer, you can continue to access the following documents by logging on to our site: Monthly account statements.
How do I find my folio username?
What if I forgot my username?
- Go to the Folio Client login screen.
- Next to the Username field, select Forgot Username.
- Verify personal information.
- We will then email the username to the email address that we have on record.
What is Folio com?
Folio has been an innovator since 2000, with 20 issued patents and more to come. We pioneered online account opening when others still insisted on paper. We were the first to use fractional shares in portfolio trading, and the first to allow dollar-based investing in stocks.