Folio Bank Link Authorization - Simple Process Explained

Stephen L Gerritz, CFP

When you log into your Folio Client  account page you will see the following screen with one item for your attention.

Please verify that all info is correct. If it is correct, click on the dot by the [I Agree] button. Then click submit.

I strongly encourage all Folio clients to do this now.  This is required by Folio to continue electronic funds deposits to your bank account when you request money.

Steve

(Click on the image below for easier viewing.)

Folio Bank Link Approval