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