Client Account Access
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with TruWealth Advisors. Fidelity is a service provider to TruWealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 977263.1.0
TD Ameritrade Clearing, Inc. (“TD Ameritrade”) is one of the firms that we use to custody our client assets. TD Ameritrade, TruWealth Advisors LLC, and the other entities named are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Charles Schwab & Co. Inc (“Schwab”) is one of the brokerage firms that we use to custody our client’s assets. Schwab and TruWealth Advisors, LLC are unaffiliated firms and are not responsible for each other’s services or policies. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.