The Path To Managing Money
If this account is going to have more than 1 owner, the primary owner should complete this form. The completed document will be sent to the other joint owners for their signatures.
All joint owners must also complete a client agreement
Funding your account.
We will contact you when your account at FOLIOfn has been set up to provide you with your username, password instructions, and discuss funding options.
Phone: (877) 462-4180 x815