Frequently Asked Questions

Frequently Asked Questions – Custodian and Broker Information

Can you manage my Personal Portfolio at my current custodian?

Managed Personal Portfolios can only be held at an approved custodian, so you may  need to transfer your account before we can start managing it for you.

If you already have your account with one of the approved custodians (currently Interactive Brokers or Charles Schwab), in most cases, you can simply link your existing account into our  management. 

You can find additional information about our approved custodians here

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