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Our custody services eliminate the clerical accounting details that are inherent with self-directed investing. You gain peace of mind in knowing that your assets are safe and secure.
Among the many services we offer:
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Detailed record keeping Quarterly transaction reporting Current market value Accurate reporting of account's cost basis Full settlement capabilities Collections and disbursements Securities processing |
For more information, you may call (304) 348-8355 or 1-800-626-4758 x8355.
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Not FDIC Insured May Lose Value Not Bank Guaranteed
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