As your financial professionals, we are committed to helping you reach your financial objectives. One important way we do this is by providing a high degree of safety for your assets. This is why the investments you entrust to our firm are placed in custody with Fidelity Investments, one of the world's largest providers of financial services.
Below are some useful resources for learning more about our relationship with Fidelity and how to make the most out of your interactions with their custodial platform.
We also maintain a custodial relationship with RBC. If your MPCA investments are currently held in custody with RBC, please contact us to learn more about online access and more.