On the Folionet platform, each client accesses a secure space designed to provide full control over their personal and financial information. This centralized dashboard reflects our commitment to transparency and data protection, allowing each user to manage their investment experience with confidence and simplicity.
On the Folionet platform, each client has a secure, organized dashboard where they can view all their relevant financial information. Available data includes the balance of their Investment Account, including available balances, open positions, account statements, transaction history, and pending orders.
You can currently view your balance details directly on the platform. To do so, log into the desired account and go to the upper right area of the screen.
Once there, click on the bars icon if you are using the app, or click on the Balance title if using the web platform.
In this section you can view your account type, total balance, invested amount, available cash, and other relevant data.
If you want more details about any of these fields, click the more information button to better understand the values shown.
You can currently view your history directly on the platform. Log into the desired account and go to the upper right area of the screen.
Once there, if you are using the app, click on the three-dot icon and select "History." On the web platform, simply click on the History title at the top.
In this section you can view your recent transactions. To filter by activity type or time range, press the button at the top left that says "All" and select according to your preference.
For more details about your history, click the more information button.
You can currently view your documents directly on the platform. Log into the desired account and go to the upper right area of the screen.
Once there, if you are using the app, click on the three-dot icon and select "Documents." On the web platform, simply click on the Documents title at the top.
In this section you can view your account statements, trade confirmations, and tax documents.
For more details about your documents, click the more information button.
You can currently rename your account directly on the platform. Log into the desired account.
Once there, if you are using the app, go to the upper right area of the screen, click on the three-dot icon, and select "Rename account." On the web platform, click on the pencil icon in the upper left.
In this section you can modify the name of your account according to your preference.
You can currently view your account details directly on the platform.
If you are using the app, go to the lower right corner and enter the Account option. Then click on your name. On the web platform, simply click the settings icon in the upper right corner.
In this section you can view your personal data, platform language, notification settings, password change, phone number, and two-step verification.
