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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.

By logging in, you agree to any changes in your Customer Agreement and acknowledge receipt of Folio's Form CRS and Privacy Notice