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Charles Schwab

Charles Schwab is one of the largest and most trusted providers of custodial services for independent advisory firms like Vermillion Wealth Management. Schwab provides an excellent and robust client interface, check writing privileges and quality customer service. We do not take custody of our clients’ assets. Instead, Charles Schwab serves as one of primary custodian’s and the accounts remain in the client’s name. Charles Schwab provides us with the platform, products, programs and resources to serve our clients and grow our clients’ wealth efficiently and effectively. Click here to login to your Charles Schwab client account. If you have not yet registered for online access you will need to register as a new user. If you need assistance with this please contact Holly.

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