For Licensed Financial Professionals
PocketFolios is currently available to qualified financial institutions, licensed brokers, and professional fund managers.
How to Get Started:
We believe in building relationships with our institutional partners. Rather than an automated sign-up process, we prefer to discuss your specific needs and ensure PocketFolios is the right fit for your organization.
Contact us directly to begin the conversation:
What to Expect:
- Initial discovery call to understand your requirements
- Review of licensing and qualifications
- Customized onboarding for your team
- Agreement and access setup
Eligibility Includes:
Registered investment advisors • Licensed brokerage firms • Institutional fund managers • Qualified financial professionals
Best regards,
The PocketFolios Team