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How do I find my Folio account number and Folio Login ID? 

  • Updated

All account holders will receive an email with their Folio username. You will need to retain this Folio login ID to access account information after August 30, 2019. 

To find your Folio account number and login ID on Swell Investing before August 30, 2019:

  1. Log into your Swell Account
  2. Select Settings & Info > Manage Accounts
  3. The Account Number listed is your Folio account number

folio_account_number.png        4. The Folio Investments Login ID is what you will use to log in to your Folio account

folio_investment_id.png

 

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