DEPOSITS & WITHDRAWALS (Scheduled or On-Demand)

SET UP ACH / EFT LINK WITH YOUR BANK

MAIL A CHECK TO MAKE A DEPOSIT

To deposit a check into your Newbridge Securities/Axos Clearing Investment Account, please make the check payable to:

Axos Clearing
Memo: Acct# XXXX-XXXX

Mail the check to:
Newbridge Securities Corporation 1200 N. Federal Hwy, Ste 400, Boca Raton FL 33432

To deposit a check into your Folio Institutional Account, please make the check payable to:

Folio Institutional
Memo: Acct# XXXX-XXXX

Mail the check to:
Folio Institutional
8180 Greensboro Drive, 8
th floor
McLean, VA 22102


WIRE MONEY TO MAKE A DEPOSIT

Please wire $ ___________ to the following:

BMO Harris Bank
111 W. Monroe St
Chicago, IL 60690
ABA#: 071000288

Bank Account Name:
Axos Clearing LLC
1200 Landmark Center, Ste 800
Omaha, NE 68102
Account#: 3174109
Further Credit to Client Name:
__________________________
Client Account Number:
_________________
Swift Code: HARTRUS44
Amount: $
_______________

To wire money into your Folio Institutional:

Bank Account Name:
Foliofn Investments, Inc.

US Bank NA
One US Bank Plaza,
St. Louis MO 63101

Routing/ABA: 081000210
Account#: 153910326385
For Further Credit to:
Acct# & Acct Name / Registration