Multiple Custodians To Meet Your Needs

We are proud to offer 2 leading custodians, both leaders in different areas, to meet our clients ever changing needs
picture with navy and teal and charles schwab logo as well as altruist logo

What we love

Top 5 things we love most about each custodian
Altruist Custodian Logo3 phones with Altruist mobile app on each phone
Modern, Intuitive, Built In Performance Reporting
Step into the future with Altruist's cutting-edge platform – where modern meets intuitive, and performance reporting is built right in.

Imagine effortlessly tracking your financial progress with sleek, user-friendly tools that make complex data a breeze to understand. With Altruist, you'll experience the thrill of real-time insights at your fingertips.

No more clunky spreadsheets or outdated software. Our platform is designed to elevate your financial journey, providing you with actionable intelligence that empowers you to make informed decisions.

Welcome to the future of finance. Welcome to Vault – where cool meets capability, and your financial success is just a click away.
100% Digital Account Opening & Servicing
Embrace the future of investments with Altruist's 100% digital account opening and servicing experience. Say goodbye to paperwork hassles and hello to seamless, lightning-fast transactions at your fingertips. With Altruist's cutting-edge platform, you can open and manage your accounts with ease from anywhere in the world, at any time. No more waiting in lines or dealing with bureaucracy – just instant access to all your investment accounts, all with the cool, effortless efficiency that defines the Vault experience.
Fractional Shares + Automated Rebalancing
Enter the next era of investing with Altruist's revolutionary platform, offering fractional shares and automated rebalancing that redefines the way you build wealth. With Altruist, you can invest in your favorite companies without breaking the bank, thanks to fractional shares that let you own a piece of the action, no matter the share price. And forget about the hassle of manually adjusting your portfolio – our intelligent automation takes care of rebalancing for you, ensuring your investments stay optimized and aligned with your goals. It's sleek, it's smart, it's Altruist – where innovation meets opportunity in the palm of your hand.
Dedicated To RIAs, Allowing Us To Focus On You
Altruist redefines the advisor-client relationship by dedicating its cutting-edge platform exclusively to Registered Investment Advisors (RIAs), putting the focus squarely on you. Say hello to personalized attention and unparalleled service as we tailor our innovative solutions to meet your unique needs and goals. With Altruist, you're not just a client – you're a valued partner in your financial journey, empowered by our commitment to transparency, efficiency, and trust. Experience the future of wealth management with Altruist, where your success is our sole mission.
Enhanced SIPC Insurance
Altruist has arranged for excess SIPC insurance which covers investments up to a firm aggregate of $150m (note: this does not cover market losses). They also offer extended FDIC coverage of up to $1 million ($250,000 per depositor, per insured bank) for accounts participating in their bank sweep program.
Charles Schwab LogoTablet and Phone showing Charles Schwab platform
Brand Name You Know
Trust. Security. Expertise. When it comes to safeguarding your investments, Charles Schwab stands as the epitome of reliability. With a legacy spanning decades, Schwab has solidified its position as a premier custodian in the financial industry. Rest assured, your assets are in capable hands, backed by cutting-edge technology and a commitment to excellence. Choose Schwab for peace of mind and unparalleled service, because your financial future deserves nothing less.
Mobile Check Deposit
Experience the epitome of convenience with Charles Schwab's mobile check deposit feature. Say goodbye to the hassle of visiting a bank branch or mailing checks. With just a few taps on your smartphone, you can effortlessly deposit checks from anywhere, anytime. Schwab's intuitive app guides you through the process seamlessly, ensuring a smooth and secure transaction every time. Embrace the freedom to manage your finances on your terms, with the power of Charles Schwab's cutting-edge technology at your fingertips. It's not just convenient—it's cool.
Seamless Integration With Planning Dashboard
Unlock a new level of financial empowerment with Charles Schwab's seamless integration with Vault Wealth's Planning Dashboard. Now, managing your investments and planning for the future has never been easier. Harnessing the robust capabilities of both platforms, you gain unparalleled visibility and control over your financial journey. From tracking portfolio performance to setting personalized goals, every aspect of your wealth management is streamlined and accessible in one central hub.
Account Types: If You Need It, Schwab Offers It
Discover unparalleled flexibility and customization with the vast array of account types offered by Charles Schwab. Whether you're a seasoned investor or just starting out, we have the perfect solution to match your unique financial goals and preferences. From traditional brokerage accounts to IRAs, joint accounts, trusts, and more, their comprehensive suite of options empowers you to build a portfolio tailored to your needs. With Charles Schwab, you're not just limited to one path—you have the freedom to explore and diversify across a multitude of investment vehicles, backed by our unwavering commitment to support your financial success at every step of the journey.
Enhanced SIPC Insurance
At Schwab, customers receive an extra level of coverage beyond basic SIPC requirements. Schwab has chosen a program led by Lloyd's of London, a well-respected name in the insurance industry, as underwriter for additional brokerage insurance. This "excess SIPC" protection of securities and cash is provided up to an aggregate of $600 million, limited to a combined return to any customer from SIPC and Lloyds's of $150 million, including up to $1,150,000 in cash. This additional protection becomes available in the event that SIPC limits are exhausted and client accounts have not been made whole.
2 cell phones with altruist mobile app on each
2 screenshots of Schwab mobile app
Avatar photoAvatar photoAvatar photo

Can’t find the answer you’re looking for? Contact us to let us know what you need.