We want to make opening an investment account a breeze, so we’ve laid out the six steps of enrollment, below. After completing your investor profile, you will open a brokerage account with our chosen custodian, Charles Schwab & Co., Inc. (CS&Co.) We have chosen to work with CS&Co. as custodian for your account because they are a leading provider of low-cost trades and they provide SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online.
Wealthjar is not a broker-dealer [we don’t make money on trades], so you can rest assured that we have your best interests in mind at all times. Wealthjar portfolios are held in your individual brokerage account at Charles Schwab & Co., Inc., an affiliate of Schwab Wealth Investment Advisory Inc., so you can feel confident your personal and financial information is protected.