At Folionet, an Advisory Account allows you to invest in the stock market with the support of our team of experts. It is designed for those seeking professional support in managing their investments, combining simplicity and confidence. Below are the main features to help you get familiar with your account and make the most of its benefits.
When you log into your Advisort Account at Folionet, you will first see your account balance along with a chart showing recent changes across different time ranges. If you access from the mobile app, in the upper right corner you will find two additional options: Balance and Others, where you can view your documents, history, and rename your account. On the web version, these options are at the top of the screen.
At the bottom, the selected portfolio details are shown, including daily return, total return, and invested value. From this section you can also review the portfolio composition, assets, and sectors it includes.
Additionally, you can view the list of other portfolios available at Folionet to explore their features and select the one(s) that best match your objectives.
Advisory Accounts at Folionet are characterized by their simplicity and automation. Once your account is created, you simply deposit funds through any of our options and select a portfolio to invest. You can complete both steps in any order.
When you have a portfolio assigned and sufficient funds, our system will execute purchases automatically, without needing to request orders or contact the team. If at any point you want to sell all or part of your portfolio, you must request this from our team. You can do this directly from the mobile app or web platform.
Once your Advisory Account is active, the next step is to deposit funds and choose a portfolio to invest. You can do both simultaneously or in any order. To select a portfolio, simply choose the one that best fits your profile from the list of options available at Folionet. If you have questions, our advisors are available to guide you.
If the selected portfolio involves a higher risk level than your investment profile indicates, our team will contact you before proceeding to properly understand your investment needs and ensure it is appropriate for you. Once the selection is approved and funds are available, the investment will be executed automatically.
At Folionet, you can change the portfolio of your Advisory Account at any time. Simply select the new portfolio, review its features (including description, historical returns, composition, and sectors), and confirm the Select Portfolio option. Before accepting, you will see a summary of the implications of the change, which includes the full sale of the current portfolio — a process that may take 24 to 48 business hours. You can also choose to open a new account instead of modifying the current one.
It is important to note that not all changes are automatically approved: if the new portfolio involves a higher risk level, it may require an adjustment to your investment profile. In that case, our support team will guide you through the necessary steps.
At Folionet, you can withdraw your money at any time, without restrictions. To request a partial or total withdrawal, go to the home screen and select the Trade option. From there you can initiate the request and indicate the desired amount, or send it directly from your registered email to support@folionet.com. Our team will process the transaction within 24 to 48 business hours.
Please note that if you withdraw all funds, a proportional portfolio management fee for the current quarter will be deducted. For example, if you withdraw mid-quarter, approximately 0.125% will be applied.
At Folionet, you can diversify your capital by opening more than one Managed Account with different portfolios. The easiest way to open an additional investment account is from the home screen of your Folionet account. Select the Open Account button, choose the Managed Account option, and accept the on-screen agreements.
You can also open a new Managed Account by selecting the desired portfolio from an existing account. When choosing the Select Portfolio option, you will see a summary of the implications of opening a new account.
Our team will validate that your profile is up to date and, if necessary, will contact you by email. Each account functions independently, so you must deposit funds above the required minimum for the new portfolio to be purchased.
