2017 Press Releases
Folio Investing Acquires More Than 200,000 Brokerage Accounts from LOYAL3
May 24, 2017 – McLean VA – Folio Investing has acquired more than 200,000 brokerage accounts from LOYAL3, a San Francisco–based online broker–dealer. Folio converted the LOYAL3 accounts to FolioFirst, the new home for LOYAL3 customers, on May 22, 2017.
FOLIOfn, Inc. Partners with Humane Society of the United States, Offers Investors and RIAs New Animal-Welfare Security Filters
January 23, 2017 – McLean VA – FOLIOfn, Inc., the parent company of Folio Investing and Folio Institutional, has teamed up with The Humane Society of the United States (HSUS) to give investors and financial advisors the ability to avoid investing in companies known for behind-the-times animal welfare policies.