What is Folio?

FOLIO Investments, Inc. (Folio) is a registered clearing broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Folio, among other things, acts as the custodian, safeguarding the securities and cash in your account.

Folio is based in McLean, VA and is not affiliated with Ellevest. Folio is not responsible for and does not approve, endorse, review, recommend or guarantee the services of Ellevest. Folio is not responsible for any of the advice that Ellevest gives.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request