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Frequently Asked Questions

Where is my money held?

Your money will be at either Schwab or Fidelity in an account under your name. You will be able to log on to their site any time, day or night, and to check your account balance, and to download statements. Because of our partnerships with these firms, we are able to open accounts and buy and sell securities on your behalf, with your agreement, as part of our service. These firms have ample government and private insurance covering your account.

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