The Wherewithal Blog

Practical investing and personal financial advice


Does Wherewithal hold my money?

Posted by admin on February 13, 2013

No. Your investments are held at a third-party custodian, Folio Institutional. When you upgrade your account, a brokerage account is opened for you with Folio. Wherewithal, as your online financial adviser, monitors your Folio accounts and executes all transactions through its platform. Learn more about Folio here.

Posted by admin

In Support, Your Wherewithal Account

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on February 13, 2013