For most brokerage, Roth and Traditional IRAs, and Trusts that we manage, we recommend Schwab as the custodian.
You will be given an online login to:
- Approve requests electronically with the click of a button (wire transfer, inter-Schwab transfer, address change, and more)
- E-sign Schwab and Hurlow documents through DocuSign
- Deposit checks
- Open new accounts
- Manage paperless settings for documents (statements, tax forms, shareholder documents, trade confirmations)
For retirement plans, we recommend T Rowe Price, and CollegeChoice maintains the 529 plans we manage.