FOLIOfn Applications & Forms
Sierra Club Green Alpha Portfolio & Green Alpha Next Economy Index
New Account Instructions (FOLIOfn accounts only) - Simple 5 Step Process
1. Account Application: FOLIOfn Investments, Inc.
2. Investment Management Agreement (IMA): Green Alpha Advisors, LLC
- After submitting an executed account application, we will email you an IMA
- Sign and date signature pages
- Return to Green Alpha Advisors via e-mail, fax or mail
3. Required Disclosure: Form ADV Part II
- The SEC requires that all clients receive our Form ADV Part II
- Review and keep for your files (no signature needed)
4. Account Transfer Form: If applicable
- If you are transferring an account from another financial institution, let us know and we will send you an account transfer form
5. Account Funding and Account Access:
- You will be notified once your account has been established at FOLIOfn Investments, Inc.
- We will provide you with instructions to fund your account
- You will also be provided with instructions on how to access your account online via FOLIO's client website
Want to learn more about FOLIO Institutional? Click here.
