How do I log into Folio to view my tax documents?
After August 30, 2019, your account and statements
will no longer be accessible through Swell Investing. All accounts will be
closed and any remaining funds disbursed via ACH withdrawal or check. To view
historical account statements and access year-end tax documents, you will need
to log into Folio.
How to Login to Folio
Go to www.FolioClient.com
Click the LOGIN button and use your
Folio Investments Login ID to access your account.
Note: You can find your Folio account username
in the account closure email you received on August 30th, 2019
If you forgot or do not have a Folio Login you’ll need
to follow the extra steps below:
- Click Forgot Password on the LOGIN screen
- You’ll be redirected to the Reset Password page where you’ll be asked to insert your
-
- Folio username (folio investments Login ID) - If you do not have access to your Folio Username, click forgot username?
- Social Security Number
- Date of Birth
- You should then receive a password reset email from Swell Investing, click
on the button in this email to reset your password and login to
Folio
If you do not receive a password reset
email within 15 minutes, please contact Folio Support at
888-485-3456.
Once you log in, you will be directed to Folios Statements and Tax Record page.
Once you log in, you will be directed to Folios Statements and Tax Record page.
Which type of tax documents should I expect?
Depending on the type of account(s) you have
with Swell, you should expect the following document(s):
- For a Swell Flexible account (standard taxable account) with dividends or realized gains/losses, Folio Investments will post a Consolidated 1099. Please note that some taxable accounts will have 2 Consolidated 1099s this year.
- For any IRAs (Traditional, Roth, or SEP) with any distributions/withdrawals (meaning that you have reached the age of 59½ and have begun taking money out, or you’ve taken money out early and are subject to penalties), Folio Investments will post a 1099-R.
- For any IRAs with contributions/deposits, Folio Investments will post a form 5498 (this won't be available until late May 2020 because you can contribute to an IRA through mid-April). Please note that a Form 5498 is for informational purposes only. You are not required to file it with your tax return.
