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Upcoming Changes to the Open-Ended Mutual Fund Platform
We want to share some exciting news with our clients regarding enhancements to our Open-Ended Mutual Funds offering. Folio Investments has recently engaged with new service providers to help enhance and expand our mutual fund custody and clearance. You will have access to over 15,000 open-ended mutual funds and additional share classes, such as A, C, I & Y shares. We will also be updating the trade settlement period to T+1.

These changes will take place at the fund company level only, and there will be no visible change to the client. This conversion will take place at close of business Friday, October 22nd, 2021.

To ensure your upgrade is rolled out smoothly, please avoid mutual fund trade activity as much as possible on Friday, October 22nd, 2021.

Website Design Enhancements
Additionally, we appreciate your patience with our website's appearance while it is undergoing improvements to better meet your needs.

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Phone:
1 (855) 509-7740

Fax:
1 (703) 649-6288

Address
FolioFirst
8180 Greensboro Drive
8th Floor
McLean, VA 22102

©2020 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.

Folio Financial, Inc., and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.