How do I deposit funds into my account?

What types of checks does Folio accept?

How do I transfer my account holdings from another brokerage?

How do I transfer a portion of my holdings from another brokerage?

How do I get assistance completing an account transfer?

Contact us and one of our Customer Service Representatives will guide you through the process.

Can I complete a transfer from one account type to a different account type?

What types of securities can I transfer?

How do I roll over a 401(k) or other qualified retirement plan?

Can I transfer stock certificates?

Is there a limit on the maximum amount that can be deposited?

What are the restrictions surrounding contributions to IRA accounts ?

How will I know when funds have been deposited into my account?

How do I make a withdrawal from my account?

Is there a maximum limit on the amount that can be withdrawn?

How do I set up check writing for my account?

How much time does it take for my withdrawal to complete?

When can I schedule an EFT withdrawal?

What are the rules surrounding distributions from IRA accounts?

What if an account does not have sufficient funds for withdrawal?

What information is required to set up an EFT bank link?

What information is required to set up a wire bank link?

How do I verify my new bank link?

How do pending order amounts affect withdrawals?

How do I transfer funds between two folios within the same account?

Where is the CVV or card security code?