To obtain your new username, please visit the Folio Investing Log In page, select Forgot Username, and follow the on-screen instructions. You will receive an email with your username in approximately one hour. Please check your spam folder and other email accounts to which you have access.
If you do not receive the email, then you may call us to request your username. We will need your full name, address, email address, phone number, date of birth and Social Security Number.
Once you have your username, you may create a password. Please visit the Folio Investing Log In page, select Forgot Password, and follow the on-screen instructions.