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InvestingCatholic Client Support

InvestingCatholic provides our clients with self-directed, advised investment accounts through our custodian, FolioFN Investments.

To make trade requests, please call us at 1-888-710-9800.

For questions about InvestingCatholic and the Investment Management Services we provide to our clients, please see our Frequently Asked Questions on our website.

If your question has not been addressed, or if you still need further assistance, we are always here to help you. You can reach us anytime during our office hours Monday through Friday 7:30am to 1:30pm PST, excluding market holidays.

You can reach us by email at support@investingcatholic.com or by chat by clicking on the blue chat box on the right hand side of this page. You may also call us toll free at 1-888-710-9800.

FolioFN Client Support

For questions about your Folio account(s) and features please see the Folio Client “Help Center” located at https://www.folioclient.com/clienthelp/ 

If you have questions regarding web access, statements, confirmations, tax documents, or other account records, please contact FolioFN Client support directly at 1-888-485-3456, or by email at support@folioclient.com . Their hours of operation are Weekdays: 7am–9pm ET and Weekends: 8am–4pm ET, excluding market holidays.

Mailing Address (Checks and Account Forms)

Folio Institutional
8180 Greensboro Drive
8th Floor
McLean, VA 22102

All Checks must be made out as follows:

Folio Institutional, FBO “Client Name and Folio Account Number”.

Please remember that InvestingCatholic is registered with the SEC as an “Internet-Only” Investment Adviser pursuant to Section 203A-2(e) of the Advisers Act. Under this registration, we provide investment advice to our clients solely through our interactive website. We are not licensed to give personalized investment recommendations or tax advice to our clients. We are always happy to hear your feedback, comments, and suggestions. We value all of our clients and hope that you have a good investing experience with us.

May God continue to bless you!

The InvestingCatholic Team

 

InvestingCatholic, LLC | 13502 Whittier Blvd., Ste. H-153, Whittier, CA 90605 | Toll Free/Fax 1-888-710-9800

 
InvestingCatholic, LLC is an SEC Registered Investment Adviser pursuant to Section 203A-2(e) of the Advisers Act. Under this registration, InvestingCatholic provides its investment advice to clients solely through its interactive website. Our website, www.investingcatholic.com is limited to providing general information pertaining to InvestingCatholic, LLC’s advisory services, and is intended to serve our clients and prospective clients for general informational purposes only and does not constitute investment or tax advice. Our website should not be construed by any consumer and/or prospective client as InvestingCatholic’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. InvestingCatholic may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about InvestingCatholic is also available on the SEC’s website at www.adviserinfo.sec.gov.
Risk Disclosure: Past performance does not guarantee future results. There are no absolute guarantees in investing. Before investing, consider your investment objectives and all applicable fees and expenses. See full disclosures for more information.
This website is operated and maintained by InvestingCatholic, LLC, an SEC Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.