• Is My Money Safe at my Brokerage Firm/Custodian?

  • Feb 1 2024
  • Length: 15 mins
  • Podcast

Is My Money Safe at my Brokerage Firm/Custodian?

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  • Summary

  • On today's episode, we're talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?

    Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?

     

    Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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