Transfer a folio
If you’ve created a folio and want to transfer it to a client, investor or colleague, you can do so via the 3-dot folio menu both inside the edit screen and when hovering over the folio card on your dashboard view.
Transfer Folio Ownership
- To transfer ownership of your folio to someone else, select “Transfer Folio” from the dropdown menu.
- Search for the email of the individual you would like to transfer your folio to.
- If the email address is found as a user in our system, you can add a message and transfer it over to him/her.
- If the email address is not found in our system, the recipient will receive an email asking him/her to sign up. After signing up, he/she will can accept the folio on their dashboard