How do Swell and Folio Institutional work together?

Swell is your investment advisor; we manage your money. Swell selected Folio Institutional, an independent third party, to act as custodian to safeguard your assets and to provide clearing and execution of transactions in your account based on our instructions. Folio is a registered clearing broker-dealer with the U.S. Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (“SIPC”).

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