Goldman Sachs Advisor Solutions Important Disclosures

Privacy & Security

Collection and Use of Information

Please read the Goldman Sachs and Folio privacy policies and Privacy Notice for information about how we collect and use your information.

Social Media Websites

We provide experiences on social media platforms that enable online sharing and collaboration among users who have registered to use them. We may collect information you provide by interacting with us via social media, such as photographs, opinions, or Twitter handle. Any content you post, such as pictures, information, opinions, or any personal information that you make available to other participants on these social platforms, is also subject to the terms of use and privacy policies of those platforms. Please refer to them to better understand your rights and obligations with regard to such content.


We may make links to other unrelated third-party websites available so you can easily access relevant information. You should read the privacy policy of any other website you use or that you link to, because the use of any personal information you provide to them will be governed by their separate privacy policy. Our provision of links to unrelated third-party websites is not an endorsement or adoption of the website, or the business practices, or information contained on such websites.

Website Protection

Access to Account Information

You must create your own account username, password, and security key to securely log into Passwords are stored in an encrypted form and our employees do not have access to them. We also use second factor authentication to provide you with an extra level of online security. When you contact us by phone, our customer service representatives will request account verification information before providing you with assistance, but will never ask you for your account password under any circumstances.

Session Time-Out

You are automatically logged out of the system after a period of time of inactivity. This helps protect you from the potential threat of others accessing your account through an unattended computer.

Account Lock-Out

In certain circumstances your password is locked by our system. In that event you will be required to contact Customer Service at 1(888) 230-5635.


We utilize Transport Layer Security/Secure Socket Layer (TLS/SSL) encryption for all browser access to our web platform services to ensure that any data entered into our website is encrypted to and from the browser being used. Depending on the browser, you can verify that TLS/SSL is enabled by clicking on the small company logo to the left of the URL, the padlock, or the key icons in the address bar. This action should display a digital certificate that verifies encryption and confirms the identity of our website. Check the certificate to ensure the web address that displays in the URL at the top of your browser matches the address on the certificate, that the certificate is signed by a trusted certificate authority, and that the date is current. Do not log into an account from any website if you’re unable to verify all of these items.

Protect Passwords

Passwords are the key to your accounts, and they should be changed frequently. Don’t share passwords with others or store them as a file on your computer. Avoid using public computers, like those in cafes, libraries, hotels, etc. to access your account. They may contain keystroke monitoring software that Internet thieves can use to steal your username and password.

Password Protection Tips

  • Use a combination of numbers, symbols and letters
  • Avoid the obvious, like a child’s name or spouse’s birthday
  • Use different passwords for each financial account you own
  • Do not give your client's password to anyone, including us
  • Change your password periodically

Visit Frequently

Monitoring activity in your clients' accounts is vital to their account’s security. Check it regularly and note account information displayed for accuracy. Be sure to report irregularities to Customer Service immediately.

Security Software

Be sure to keep your anti-virus and anti-spyware software up to date. There are many free and paid solutions on the market.

Log Out

When you are done viewing your account remember to log out and close your browser. Failing to do so exposes you to risk.

Browser Compatibility Requirements

Our website and platform are compatible with the following web browsers:

  • Internet Explorer
  • Google Chrome (PC, Mac, Linux)
  • Mozilla Firefox (PC, Mac, Linux)
  • Apple Safari (PC, Mac)

We encourage use of the most current versions of web browsers for optimal browsing. If you have trouble using our website and you are not using one of these browsers, we suggest you try using one from the list above. All of these browsers can be downloaded for free and will deliver an optimal experience.

Email Safety

To protect yourself from online fraud, it is safer not to provide your usernames, passwords, or other personal information to websites that you reach through email links. You can go directly to the websites instead by typing their web addresses into your browser, searching for them online, or by using your bookmarks. You can find information about our products and services, or log into your account, by typing into your browser.


Internet phishing scams ask you to verify sensitive information through email. Do not reply to any email purporting to be us for personal account information.

What to Do If You Suspect Internet Fraud

Immediately report suspicious account activity by email using the contact us form on our website.