About Swell

Nuts & Bolts

  1. What guarantees exist to protect my funds?
  2. How does Swell protect my personal information?
  3. Can an advisor open an account for me/ allow me to invest in Swell portfolios?
  4. Does Swell use margin or leverage in accounts?
  5. Why don’t you display reviews or testimonials?

Fees

  1. What are your fees? How does Swell make money?
  2. What is it going to cost me to invest $50?
  3. Is there a custodial fee?

Broker-Dealer

  1. Who is Folio Institutional?
  2. What’s a brokerage account at Folio Institutional?
  3. Where are my investments held?
  4. What would happen if Folio Institutional becomes insolvent?
  5. How do Swell and Folio Institutional work together?
  6. What is Folio's mailing address?
  7. See all 7 articles

Portfolios

  1. Do I have to sacrifice returns to be an Impact Investor?
  2. Can I change my portfolio mix?
  3. How do you select the companies that are included in a portfolio theme?
  4. How do you split my investment into fractional shares?
  5. How are Swell's portfolios different from sustainable ETFs?
  6. What is the basic structure of my portfolio?
  7. See all 13 articles

Account Types

  1. Is it possible to have a flexible investment account AND a retirement account with Swell at the same time?
  2. What types of accounts does Swell support?
  3. Can I have an IRA and a Roth IRA?
  4. What are the different types of IRA?
  5. Can I open multiple accounts?
  6. Can I open a joint account?
  7. See all 7 articles

Swell

  1. Who is Swell for?
  2. Is Swell a mutual fund?
  3. Who manages Swell’s portfolios?
  4. What Is Swell Investing?
  5. How much does Swell cost?
  6. Am I buying into a fund?
  7. See all 12 articles