Motif approached Folio about the transaction before the recent market downturn. The company declined to share the total value of the assets under custody. ![]() Folio Institutional is currently a custodian to more than 450 RIAs. Like a bank account number, the folio number can be used as a way to uniquely identify fund investors. Folio also expects to continue to work and potentially expand its relationship with the RIAs coming from Motif. In mutual funds, a folio number is a unique number identifying your account with the fund. This new platform for investing is going to charge $5 a month as an account fee. The firm has more than 19 patents covering an array of financial services and products and has been, and continues to be, a pioneer in a number of areas in the investing and wealth. Unfortunately, I got news this week that Loyal3 is shutting down and that funds that remained with the platform after the final shutdown date in May would get transferred to a new brokerage known as FolioFirst. provides investment technology and other services to the financial services industry and through its wholly-owned subsidiary, Folio Investments, Inc. provide integrated brokerage, custody and technology development services to financial enterprises and investment advisors on both a full-service and technology-licensed basis. If you are a former customer, you can continue to access the following documents by logging on to our site: Monthly account statements. and its wholly-owned subsidiary Folio Investments, Inc. ![]() has discontinued its self-directed investment offering. We don’t do a lot of outbound work for dealflow presently, though this may change. We have built a good reputation as reliable buyers, so people typically come directly to us.
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