Do I retain access to my investment accounts and where will they be held?

Yes, you will always retain access and control over all of your investment accounts at all times. We partner with industry pioneer and leader, Charles Schwab (as custodian), where we establish your Investment accounts for safekeeping--no worries, we do all the heavy lifting so you only have to work with us.

During the account opening process, you authorize Schwab to give us limited access to your Investment accounts so that we may place buy/sell trades and withdraw our quarterly management fee. At no time ever will thrive Retirement Specialists be in direct possession of your investment assets.

While you will never need to work directly with Schwab, you can have peace of mind knowing you can always access your investment accounts online or through one of their 400 branches across the U.S.