Setting up direct deposit

Once you create your password and complete the "How should we invest for you" profile you can begin funding your new account. If you would like deposits to come directly out of your paycheck:
  • Login to your folio account using our client center
  • On your home screen select the Account Quick Links drop down and choose "TRANSFER MONEY"
  • Select deposit type "Direct Deposit" and provide the account information to your employer
* NOTE: It can take up to two pay periods for the changes to take effect.
You can also fund your new account in the following ways:
  • Link your account to your bank
  • Wire deposit (bank fees apply)
  • Paper Check