Custody of Assets

As a core principle for investment transactions, money is managed in a custody account in the name of the client. Marketwise offers a choice of Financial Institutions based on the need of every customer. Statements, reports, portfolio analysis and up-to-date information are available by login in from your PC, Tablet or SmartPhone.

Custodia de Bienes

Como principio fundamental de nuestro trabajo toda transacción de inversión se realiza en una cuenta custodia a nombre del cliente. Tomando en consideración las necesidades de cada cliente, Marketwise ofrece una variedad de Instituciones financieras de primera línea como agentes de custodia. Revise sus reportes y estado de cuenta en cualquier lugar a través de su PC, Tablet o SmartPhone

Interactive Brokers
R.M Stark through Pershing LLC
Charles Schwab
IShares 529

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Marketwise Private Asset Management, LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

R.M. Stark & Co., Inc. is registered as a broker-dealer under federal and state securities laws. R.M. Stark is also a member of the Financial Industry Regulatory Authority, (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). R.M. Stark supports a network of independent registered representatives nationwide. R.M. Stark has contracted with Pershing LLC, a BNY Mellon Company, to provide certain recordkeeping and operational services. These services may include execution and settlement of securities transactions, custody of securities and cash balances, and extension of credit on margin transactions.