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Folio Release Authorization Form DATE: Toll-Free Reservation Line: 800-813-7349 ATTENTION: Front Desk Phone: 952-403-5200 FROM: Front Desk Fax: 952-403-5240 In order to protect the privacy of our

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What is folio release authorization form?

Folio release authorization form is a document that authorizes the release of financial information related to a specific investment portfolio.

Who is required to file folio release authorization form?

Investors or account holders who wish to share their portfolio information with a third party or financial institution are required to file folio release authorization form.

How to fill out folio release authorization form?

To fill out the folio release authorization form, individuals need to provide their personal information, details of the portfolio to be released, and the specific information that the third party is authorized to access.

What is the purpose of folio release authorization form?

The purpose of the folio release authorization form is to allow individuals to grant permission for the release of their investment portfolio information to authorized parties.

What information must be reported on folio release authorization form?

The folio release authorization form typically requires information such as account holder's name, account number, details of the portfolio to be released, specific information to be accessed, and authorization signature.

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