Viewing account performance
To see historical performance of your entire account:
- Login to your folio account using our client center
- On your home screen select the Account Quick Links drop down and choose Performance
This page will display both a visual and numerical performance report for your account as a whole. You can change the date settings as well as download a report.
To view performance of individual funds or other accounts:
- Select the Change View To drop down to the desired fund
- Click Go and your performance report will update