Folio Online “How to” Video Tutorials

To help you better understand how to use and manage your Folio Account we are developing the following set of online video tutorials.

Not  available yet. Those highlighted in blue are the videos we currently have available.

• Bulk importing clients
• Activating a client’s Folio account
• Deactivating a client’s Folio account
• Adding an adviser to my advice team
• Removing an adviser from my advice team

Thanks for watching…if you have feedback or suggestions for our online video section please email our support team.