Advice Matters.
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.

Read: How your assets are protected at Schwab

Read: Fidelity Institutional Customer Asset Protection Overview