Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Where are my assets once I allow Tatro Capital the ability to oversee them?

April 26, 2017ability assets Capital oversee tatro

0

Posted

Where are my assets once I allow Tatro Capital the ability to oversee them?

1 Answer

0

Posted

Tatro Capital utilizes Charles Schwab as their primary custodian. All assets remain in the client’s name with Tatro Capital possessing a limited authority over account management.