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I’ve invested money with Swell. What do I need to do?

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You have two options available to you:

  1. Login to your Swell account and withdraw your funds into your bank account.
    Deadline is August 30, 2019
    For step-by-step instructions on how to withdraw, click here.
    For IRA account holders, read more about liquidating your IRA here.
  2. Transfer your Swell account to the investment platform of your choice. This is also known as an ACAT.
    Deadline is August 15, 2019
    Please note that the deadline for beginning a transfer is August 15th. We cannot guarantee that transfers initiated after this date will process successfully.
    For step-by-step instructions on how to transfer, click here.

If you take no action on your account before August 30, 2019, Swell will direct Folio Investments, Inc (“Folio”), your current custodian, to sell out of your positions and disburse the balance of your account via check or ACH withdrawal. ACH withdrawals will be sent to your bank on file. For accounts with no valid linked bank account, checks will be mailed to your address of record.

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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    Swell is backed by Pacific Life
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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.

    The Swell Impact 400 is not a market index, is not based on any market index, and does not track any market index. At inception, the Swell Impact 400 contains 400 securities; however, the number of securities may vary over time based on market conditions, corporate actions, and other factors, including eligibility factors and limitations in security selection and portfolio construction. Any reference to "Impact 400" shall mean the "Swell Impact 400."

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