English term (edited): folio (in this context)

Se trata de diferentes cuentas.

Ver ref:

While making investments in Mutual Funds, one may find that one has numerous folio numbers across Funds. At times investors forget what they hold and face difficulties when changes have to be made in folios or at the year-end while filing returns. It would be worthwhile for investors to take stock of their holdings, check if there are numerous folios in the same fund and get the same consolidated into one single folio number for the Fund.

I have too many folios in the same Mutual Fund and am unable to manage, maintain, and track the same. What should I do?

Many investors fill in a fresh application form even while investing in the same Mutual Fund. This leads to creation of multiple folios (accounts) and investors may find it difficult to maintain and keep records. Mutual Funds and Registrars have given investors the option to consolidate all their folios in the same Mutual Fund into one single folio. Consolidation is the merger of two or more folios into one single folio.

Consolidating folios into one would give you the benefit of having to track and transact in one folio and allow you a single view of your investments in the Fund - all investments in a Fund would reflect in a single statement.

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English term (edited): folio (in this context)

Conjunto de documentos en un solo folder, bajo un mismo número o título, haciendo con ello una unidad identificable. Sí, se trata de un portafolio que no es necesariamente el contenedor físico para transportarse sino el contenedor físico, unitario, para guardarse en seguridad y como referencia en un archivo.