Asset Solutions never has possession of our clients' assets. We receive authorization from clients only to manage the investments within their account.
Client funds are primarily held at TD Ameritrade, which serves as the custodian for the assets. At no time do we, or anyone else, have access to withdraw funds from your account, except for fees as disclosed in our Client-Advisor Agreement. The only one authorized to withdraw funds is the account owner and the only place funds can be sent is to the address of record on the account. Clients can elect to have online access to their portfolio status.