Your accounts are held in your name at qualified custodians

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.