We do not hold money directly. We will not and cannot take possession of cash or securities in any form at any time. Your portfolio will be custodied at a third part trustee, such as Charles Schwab. They have implemented systems to manage your money and your financial assets. Any money being transferred moves from trustee to trustee. Any money leaving your account will only be sent directly to your address of record and in your name. Only you can change your address with written consent. The Institutional Services Team verifies your signature to the one they have on file.
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