Where are my investment accounts held?

Investment Services

Where are my investment accounts held?

Where are my investment accounts held?We believe that the choice is yours. You have the freedom to choose where you prefer to have your assets held.
Should it be decided that your assets need to be moved from where they are currently held and into a new account; you will have the choice to select from a list of several independent third party custodians (TD Ameritrade, Charles Schwab, etc.).
Regardless of which you chose, your assets will be properly handled.


Page Last Reviewed: 1/5/18


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