Please note, UFOLIO will not be accessible after November 20, 2026. It may be used as a reference to complete eDisclose forms through November 20th. The vendor is no longer able to maintain the underlying software.
UFOLIO Login
UFOLIO Supervisor Review Checklist – If you are a Level 1 reviewer in UFOLIO, this list provides guidance on what to consider when reviewing your employees’ disclosures.
UFOLIO Review Level Examples – This resource provides a list of risk factors that the COI Program reviews for, as well as illustrative examples of types of disclosures for each level of risk.
Not sure which disclosure type to pick? – This chart describes the categories of activities/interests to disclose with illustrative examples and exceptions for each category.