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Where is my money held?

Your assets are held in a brokerage account in your name at Wealthfront Brokerage Corporation, a subsidiary of Wealthfront, Inc. Please note that Wealthfront Brokerage Corporation has partnered with RBC Correspondent Services (RBC CS) for many clearing functions such as trade settlement. We use IRA Services Trust Company (IRASTC) as custodian for all IRA accounts.

 

 

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Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.