Clearing and Custody
The investments you hold in a brokerage account with us are kept in a segregated custody account at Pershing, a subsidiary of Bank of New York Mellon’s Corporation. Our advisory accounts are kept at Pershing or other global custodians.
Although this does not protect you from market-related losses, you can rest assured that in extreme cases, where a financial firm’s integrity is compromised, your assets are fully protected.
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