How do I log into Folio to view my tax documents?

After August 30, 2019, your account and statements will no longer be accessible through Swell Investing. All accounts will be closed and any remaining funds disbursed via ACH withdrawal or check. To view historical account statements and access year-end tax documents, you will need to log into Folio.
How to Login to Folio

Go to www.FolioClient.com

Click the LOGIN button and use your Folio Investments Login ID to access your account.
    Note: You can find your Folio account username in the account closure email you received on August 30th, 2019
    If you forgot or do not have a Folio Login you’ll need to follow the extra steps below:
    • Click Forgot Password on the LOGIN screen
    • You’ll be redirected to the Reset Password page where you’ll be asked to insert your
      • Folio username (folio investments Login ID) - If you do not have access to your Folio Username, click forgot username?
      • Social Security Number
      • Date of Birth
    • You should then receive a password reset email from Swell Investing, click on the button in this email to reset your password and login to Folio
    If you do not receive a password reset email within 15 minutes, please contact Folio Support at 888-485-3456.

    Once you log in, you will be directed to Folios Statements and Tax Record page.

    Which type of tax documents should I expect?

    Depending on the type of account(s) you have with Swell, you should expect the following document(s):
    Brokerage services provided to former clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC.

    Swell Investing does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on, for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.