You have questions about jazz? We're here to help!

• How do I pay jazz?
• Minimum to start?
• What does jazz offer?
• What account types do you offer?
• Why should jazz manage your investments?
• Who is Folio Institutional?
• What type of investments will you use?
• How do I know my money is safe?
• What if Folio becomes insolvent?
• Cancellation Policy

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• NestEgg mobile app?
• Funding your account
• Viewing account performance
• Setting up direct deposit
• How to change recurring deposit
• Adding beneficiaries.
• Transfer Another Account to Jazz
• Recurring deposits
• Tax Forms for 2022

• 5 year rule Roth IRA.
• How much to contribute to 401k?
• How to rollover 401k?
• What is a Roth IRA?
• What is a Traditional IRA?