Important Message

The Folio Client website will be demised by end of day on October 23, 2026. You may now access your account(s) using your existing credentials on the Goldman Sachs Custody Solutions Advisee platform (custodysolutions.gs.com). After October 23, 2026, the Folio Client website will no longer be accessible.

Your access to account balances, tax documents, statements, positions, and trade confirms remain fully intact and available on the Goldman Sachs Custody Solutions Advisee platform. However, the following actions will need to be completed by contacting us directly:

Self-initiated movement of money into or out of retirement accounts. Your requests involving contributions, distributions, or transfers into or out of retirement accounts will be handled through our Client Services team. To initiate a request, please contact our team directly by email at gs-custodysolutions@gs.com or by phone at (888) 230-5394. There will be no charge to you for these interactions.
Exercising voluntary corporate actions (Self-Directed Accounts). Online election submission for voluntary corporate actions (such as tender offers, rights offerings, or exchange offers) will be temporarily handled through our Client Services team. If you hold a security undergoing a voluntary corporate action and wish to participate, please email your instructions directly to gs-custodysolutions@gs.com or contact our team by phone at (888) 230-5394. There will be no charge to you for these interactions.

Notice for Self-Directed (Unadvised) Accounts
If your account is not currently managed by an independent financial adviser, core features such as viewing holdings and account history remain fully supported on the new platform. However, if you do not wish to transition to the new platform, you also have the option to close your account, transfer your account, or liquidate some or all of the assets in your account, subject to the terms of your account and any applicable restrictions. As was the case on the legacy platform, trading is not available through the new platform. You must contact our team to liquidate any holdings, to begin the account transfer process, or for assistance closing your account.

If you need assistance or would like to submit one of the requests listed above, please contact us at gs-custodysolutions@gs.com or 1-888-230-5394.