The Wherewithal Blog

Practical investing and personal financial advice


Can I hold my account at another brokerage firm other than Folio?

Posted by admin on February 13, 2013

No. Our partnership with Folio allows Wherewithal to offer you a tremendous range of services while minimizing fees. We would not be able to provide the same services with other brokerage firms without a significant change to our product offering and pricing.

Posted by admin

In Support, Folio Institutional

on February 13, 2013