Client Security

 

Advantage Capital Advisors client accounts are held at Charles Schwab & Co. Schwab Institutional provides monthly statements and year-end reporting along with free checking, free platinum VISA, free ATM's, free transfers, mobile deposit and online capabilities for every account.


Schwab Institutional has a a long history of working with independent financial advisors.  Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.


Schwab provides cost-efficient access to the investment products that our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.


Client Accounts are insured with SIPC protection and supplemental insurance up to $600 million per client.