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The Folio Advantage

Learn who we are and how we compare to other brokerages.

Account Settings

How to reset a password, update an address, add accounts, control permissions and more.

Fund an Account

How to transfer securities, set up electronic funds transfers.

Invest With Us

How to buy and sell individual securities and folios of securities.

Cash Sweep Program

Our Cash Sweep Program pays interest at specific tiered rates on any cash held in your account at Folio.

Margin Borrowing

Borrow money for withdrawal or securities purchases using the value of securities in your eligible accounts.

Private Investing

How to buy and sell private securities from Folio’s Private Capital Network.

IRAs

How to invest in an IRA, including contributions limits, deadlines and more.

Manage Your Account

Manage your Folio Investing account.

Open an Account

How to open an account, information on account types and more.

Pricing, Billing, & Fees

How our pricing plans work and how our low pricing is possible.

Search Folio Investing

Search entire Folio Investing website here.

Taxes

How to get your cost basis, 1099s, and other tax related information.

Folio Glossary

Definitions of many investing terms.

Forms

Account transfer form, W9, and other forms.

Death Claim FAQs

Top FAQs

  • What if I forgot my password?
  • What if I forgot my username?
  • How do I change or update my personal information?
  • How do I add money to my account?
  • How do I transfer my account from another brokerage?
  • What are your minimum browser compatibility requirements?
  • What happens upon an investor’s death?
Building Better Investors since 2000
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Contact

Email:gs-custodysolutions@gs.com

Address
Folio Investing
8180 Greensboro Drive
8th Floor
McLean, VA 22102
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©2025 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.