After extensive and careful research, FinSym Partners, LLC selected TD Ameritrade –
a member of the Securities Investor Protection Corporation (SIPC) –
to be the fiduciary custodian of our client’s assets.
With TD Ameritrade as a custodian, clients have direct and secure Internet access to their accounts. Clients are able to access their accounts 24 hours a day/7 days a week on the website: www.advisorclient.com
Clients are also able to access their account information through the Assetbook Portfolio Management System. On this website clients are able to see account balances and performance as well as account positions and quarterly reports. The web address is: www.assetbook.com/cap