The Folionet platform provides every client with a secure space designed to offer full control over their personal and financial information. This centralized dashboard reflects our commitment to transparency and data protection, allowing you to manage your investment journey with confidence and simplicity.
The Platform
Your organized dashboard allows you to monitor all relevant financial data, including your Advisory or Self-Investing Account balance, available cash, open positions, account statements, transaction history, and pending orders.
Balance Details
To view your balance breakdown:
- Mobile App: Select your account and tap the "bars" icon in the top-right corner.
- Web Platform: Click on the "Balance" header.
- What you’ll see: Account type, total balance, amount invested, available cash (Buying Power), and more. Tap the "i" (info) button for a detailed explanation of each field.
Transaction History
- Mobile App: Tap the three-dot menu (...) in the top-right and select "History."
- Web Platform: Click on the "History" header at the top.
- Filters: Use the "All" button to filter by activity type or specific date ranges.
Documents
Access your financial records in seconds:
- Mobile App: Tap the three-dot menu (...) and select "Documents."
- Web Platform: Click the "Documents" header at the top.
- Available Files: Monthly statements, trade confirmations, and tax documents (Form 1099).
Renaming Your Account
- Mobile App: Go to the three-dot menu and select "Rename account."
- Web Platform: Click the pencil icon next to your account name in the top-left corner.
Account & Security Settings
- Mobile App: Go to the "Account" tab (bottom-right) and tap your name.
- Web Platform: Click the gear icon (settings) in the top-right corner.
- Manage: Personal data, language, notifications, password changes, and Two-Factor Authentication (2FA).
