Where do you hold my investments and how can I see them?
For your convenience and safety, Define Financial uses Fidelity Investments as a third-party custodian for our client investment and retirement accounts.
Fidelity administers more than $10.3 trillion in assets for more than 40 million retirement savers.
As a trusted custodian, Fidelity safely holds your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.fidelity.com or through the Define Financial Client Portal.