With the Commonwealth Wealth Management & Trust Group as your custodian, we will assume full responsibility for record-keeping details related to your securities and other investments. In other words, in handling securities and maintaining accounting records, we serve as your financial secretary. We can serve as a clearinghouse for all of your accounts-regardless of how many different brokers you use-giving you the convenience of a single, consolidated portfolio. Additionally, all the securities entrusted to our custody are administered to the highest standards of safety and accuracy.
Our wide range of services includes:
Finally, a statement of your account will be provided showing assets held, their value, tax basis, purchases, sales, dividends and income collected. Additionally, you will have 24 Hour online acess to your account information from any computer.