Our new preferred brokerage firm and asset custodian, FOLIOfn, offers many benefits over Pershing LLC. At Folio, there are no per transaction commissions or transaction fees. All online accounts are paperless; account trade confirmations, account statements, tax statements, voter proxies and prospectuses are delivered to and stored on your own online secure file cabinet at Folio. All brokerage related paper will stop flooding your mail box at home.
Call or Click the FolioClient logo below to let me know if you are interested in learning more about switching to Folio.