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FolioFN Paperwork


New Account Paperwork

Customer Agreement (PDF)

Corporate Customer Agreement (PDF)

Transfer Account Form (PDF)

 

Service Forms

Custodial Agreement (PDF)

EFT Authorization (PDF)

IRA Distribution (PDF)

 

Learn More About FolioFN

An Introduction to Folios (PDF)
A basic explanation of Folios and why they are ideal for your clients.

More Benefits of Folios (PDF)
More about Folios and why they can be customized, what thay can hold, and more.

Tax Advantages of Folios (PDF)
An explanation of the tax benefits that your clients can gain by using Folios.

Advantages of Window Trades (PDF)
How your clients can benefit from our commission-free window trading system.

About FOLIOfn (PDF)
Basic information about FOLIOfn and its mission.

 

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We are successful when your life and wealth serve their highest and best purpose, fully aligned with your values and goals, with freedom from regret or worry.

Values First Advisors is a Fee-Only® financial planning firm inspiring a revolution of financial objectivity while keeping your values first each step of the way

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