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What happens after August 30, 2019?

  • Updated

Any account that still has a balance at business close on Friday August 30, 2019 will be liquidated and closed. If your bank account information on file is still valid, your money will be sent via ACH withdrawal. If not, we will instruct Folio to mail a check to the address we have on file. 

For step-by-step instructions on updating your bank account, click here.

For step-by-step instructions on updating your mailing address, click here.

    SEC Regulation

    Swell and its broker-dealer/custodian, Folio, are regulated by the SEC. We follow a strict set of rules designed to protect our investors' accounts.

    FINRA & SIPC

    Swell's broker-dealer/custodian, Folio, is a member of FINRA and SIPC. Securities in your account are protected up to $500,000.

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    This website is operated by Swell Investing LLC, an SEC Registered Investment Adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered.

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