Your custodian maintains the accounts that actually hold your investments. Your custodian should be independent - that is, completely separate from your investment advisor. For accounts managed by Posey Capital, the independent custodian is Fidelity Investments, one of the world's largest and strongest financial institutions. As custodian, Fidelity is directly responsible to you for the safety and security of all your accounts. Independently from us, Fidelity ensures that no unauthorized person has access to client accounts. Fidelity advises the client independently of all transactions or disbursements in their accounts, and sends a monthly statement showing each of the assets in the accounts. As the independent custodian, Fidelity ensures the safety and security of all of your accounts.

For online access to your Fidelity accounts, click here.