Advisors can use our platform to build and manage integrated investment portfolios called “folios” that can contain stocks, ETFs, or mutual funds while delivering better control and greater transparency for clients at a lower cost. Folio Institutional provides advisors with powerful tools to manage diversified strategies for clients.įolio Institutional provides secure asset custody and a state-of-the-art, patented portfolio management, trading, and brokerage platform to support your investing needs. We are an ideal match for advisors and their clients seeking an established, well respected custodian for client assets, and a cost-effective portfolio management, investment, and high-end client services platform.
With access to innovative, patented online brokerage and investing solutions, advisors can efficiently maintain diversified portfolios of securities, retain hands-on control over investments, and utilize tools to manage tax liabilities, produce analytical reports, conduct compliance-type reviews, and take many other actions for the benefit of their client. As a clearing broker-dealer, we are subject to periodic financial audits performed by the SEC and/or FINRA. We are a member in good standing of the Financial Industry Regulatory Authority (FINRA), The independent, non-governmental regulator for all securities firms doing business with the public in the United States, and are subject to oversight by the SEC, FINRA, and various state securities regulatory agencies. We provide you with direct, independent online access to view your investments, receive tax information, monitor performance, vote proxies, or take other actions not assumed by your advisor. Today, we provide custody and brokerage services for billions of dollars of investor assets.
Securities and Exchange Commission (SEC), we have been a self-clearing broker dealer and a direct member of the Depository Trust & Clearing Corporation (DTCC) since 2001. Wallman, a former commissioner of the U.S. Usage will be monitored.Folio Institutional is a division of FOLIO fn Investments, Inc., the custodian your advisor has chosen to hold and support management of your investment assets.įounded in 2000 by Steven M.H. © 2023 Charles Schwab & Co., Inc, All rights reserved. Learn more about our services for non-U.S. residents are subject to country-specific restrictions. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. ( member SIPC), offers investment services and products, including Schwab brokerage accounts. Its broker-dealer subsidiary, Charles Schwab & Co., Inc.
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The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. and some are subject to country specific restrictions.Ĭheck the background of this firm or one of its investment professionals on FINRA's BrokerCheck. Not all products and services listed are available outside the U.S.
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