In order to transfer your Investment Account and/or IRA, you'll need to initiate the process from your new provider. You will need your Folio account number(s) to complete this process. You can find your account number(s) by clicking on the user menu at the top right-hand side of your dashboard. Under the Accounts option, select the correct account type to view your account number.
If your new provider supports ACATs transfers, they will submit the transfer request(s) electronically. Otherwise, the transfer paperwork should be sent directly to our custodian, Folio:
8180 Greensboro Drive
McLean, VA 22102
Fax: 1 (703) 649-6288
Toll-free: 1 (888) 485-3456
Please contact the Concierge team if your new firm requires that you liquidate your Investment Account and/or IRA first. Also, please note that Folio charges a $100 fee per account for transferring an Investment Account and/or IRA to another institution.