Where will my assets be held?
Fintegrity® has chosen an independent custodian, Interactive Brokers, LLC, to hold your assets for third-party verification of your account activity and best execution of your account services. Interactive Brokers, LLC, is the largest subsidiary of Interactive Brokers Group, Incorporated.
Over the last 42 years, Interactive Brokers Group, Inc. (IBKR) has grown to become one of the premier security firms with over $7.9 billion in equity capital. Interactive Brokers is a member of the New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), and is regulated by the Securities and Exchange Commission (SEC).
Will I have online access to my assets?
Are you a fiduciary, and what does that mean?
Do you work on commission?
Can you manage my 401k or other employer retirement account?
Can you help me with:
Do you have relationships with or receive any payments from money managers you recommend?
No. Fintegrity® is an independent registered investment advisory (RIA) firm. This means we do not receive payments from outside money management firms or any other third parties. Since we are only compensated by our clients, our interests are aligned with clients.
Where can I find your registration filings?
Our registration forms may be found by searching for the firm name “Fintegrity” on the Security and Exchange Commission (SEC) website.