You know where your money is held.
Evanston Advisors has selected Charles Schwab and Fidelity to provide institutional custody services to our clients.
As custodian of your brokerage accounts these companies are responsible for:
- The execution, clearance and settlement of securities transactions.
- Preparing and sending periodic statements of your account and transaction confirmations.
- The custody (or safekeeping), receipt, and delivery of funds and securities.