On the Folionet platform, each client has a secure and organized panel where they can consult all relevant personal information. Available data includes details of your registered profile, such as name, address, registered email, as well as your phone number, ensuring transparency and control over your account.
Personal Details
At Folionet, you can validate whenever you wish if your data is up to date:
- Mobile App: Go to the bottom right corner, enter the "Account" option, and click on your name.
- Web Platform: Click on the settings (gear) icon located in the top right corner.
- Review: You can view your personal data, residential address, and phone number. Below, you will see the requirements to update your data as needed.
Update my Address
If you need to update the address registered in your account, you must complete the W-8 form:
- Required data: Full name, nationality, residence address, identification number, date of birth, and country of residence.
- Signature: Sign the document in the bottom left, including your name and the date in U.S. format (mm-dd-yyyy).
- Domestic Transition: If moving to the U.S., you must create a new registration as a U.S. resident using a different email and phone number, providing your SSN or ITIN.
Update my Email
To process a change to your email address, identity validation is required for account safety:
- Verification: Please send a legible image of your valid identity document to support@folionet.com so that our team can process the request.
Update my Phone Number
To update your registered phone number:
- Process: Send an email to support@folionet.com clearly indicating the new number, including the country code.
- Security: This procedure ensures your contact details remain updated for important security communications.
Trusted Contact
At Folionet, you have the option to designate a Trusted Contact for your investment accounts:
- Purpose: This person is authorized to be contacted only in exceptional situations (incapacity, death, or outdated contact info).
- Setup: Provide their full name, address, and email during or after registration.
- Limitations: The Trusted Contact does not have access to your funds or account and is not a beneficiary.
Beneficiaries
It is possible to designate beneficiaries for your investment accounts at Folionet via a Transfer on Death (TOD) document:
- Designation: This form allows you to assign one or more beneficiaries who will have rights over your assets in the event of death.
- Requests: Email support@folionet.com to receive the form.
- Costs: No cost to complete the document. A one-time $200 fee applies only if the benefit is exercised.
- Access: Beneficiaries will not have access to your account while the holder is alive.
