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SafeGuarding Your Assets
Security Matters
As an independent firm, it is important for us to choose a custodian to safeguard our client's assets. To do so, Unity Financial Planning Group has chosen to use Altruist.
Altruist
With numerous custodians to choose from, Unity Financial Planning Group has selected Altruist because we believe it offers our clients the ideal combination of robust asset security and cutting-edge technology. To learn more about Altruist, visit https://altruist.com/client-hub/.
Altruist | Legacy Custodians | |
|---|---|---|
Expanded FDIC Coverage | ✔ | ✔ |
Excess SIPC Coverage | ✔ | ✔ |
PII Data Encryption | ✔ | ✔ |
Unauthorized Activity Guarantee | ✔ | ✔ |
Regulated by FINRA & SEC | ✔ | ✔ |
Completes Annual SOC 2 Type 2 Exam | ✔ | ✔ |
2-Factor Authentication | ✔ | ✔ |
Fractional Shares in Managed Accounts | ✔ | ❌ |
Same-Day Account Opening & Funding | ✔ | ❌ |
Integrated Tax Management | ✔ | ❌ |
Direct Indexing | ✔ | ❌ |
No Barriers.
We’re ready to talk about your financial future, so you can enjoy life on your terms. Access our open calendar and schedule a virtual meeting at your convenience!
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