For your security and protection, client assets are held separately in custody at National Financial Services, wholly owned by Fidelity Investments. To view your account(s) held at National Financial Services, please click on the link above.
The Albridge Wealth Reporting application provides convenient online access and tools that can help you combine personal assets and/or monitor your asset performance, managed by your financial advisor, anywhere and at anytime.
To view your accounts in total, which can include assets held at National Financial and those held outside National Financial, please click on the Wealthcheck link above. WealthCheck produces a daily net worth statement that can include all your brokerage and real estate holdings. Finally, WealthCheck allows you to securely upload important documents for safekeeping so everything is in one place. Please call us if you have any questions.
We advocate investment themes that must be aligned with your best interests in mind. The fiduciary responsibility of an Investment Advisor Representative is held higher than that of a stockbroker or salesperson.
Customer brokerage accounts at Securities America, Inc. are carried by National Financial Services, LLC (“NFS”), a Fidelity Investment company. Investments carried by NFS are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $250,000 subject to periodic adjustments for inflation in accordance with the terms of the SIPC statute and approval by SIPC’s Board of Directors). An explanatory brochure is available at SIPC.org. NFS has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional coverage provided through Lloyd's of London will protect assets up to an overall aggregate level of $1 billion for assets in custody at the clearing firm with a cash limit of $1.9 million per account. Neither coverage protects against a decline in the market value of securities.