Do I need to transfer my accounts?

If you have existing accounts at either Fidelity or TD Ameritrade, you will not need to transfer these accounts. We can link on and manage them, as we use these two custodians to custody our clients’ assets. Read more here on how we're set up.

If you would like us to manage assets held at a different custodian (Schwab, Vanguard, JP Morgan, etc.) we do require that you transfer your accounts over to Fidelity or TD Ameritrade which are set up to be compatible with our automated investment platform.

Don’t worry, we handle everything along the way and already are working on your behalf during the transfers. All transfers are done “in-kind,” which means they are not sold during the transfer and remain as-is. This prevents triggering any tax implications during this period.