Frequently Asked Questions

Frequently Asked Questions – Custodian and Broker Information

Do The Personal Portfolios Carry FDIC Insurance?

No - FDIC insurance applies specifically to banks and bank deposits. Your Personal Portfolio is an investment brokerage account that will be subject to market fluctuations.

Customer securities accounts at a custodian are protected by the Securities Investor Protection Corporation ("SIPC"), which protects consumers against the failure of a broker dealer.

For more information about SIPC and answers to frequently asked questions (such as how SIPC works, what is protected, how to file a claim, etc.), please refer to the following websites:

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