Entruity Wealth uses Altruist as a custodian for certain client accounts. Altruist securely holds client assets and provides the technology we use to open, maintain, and service those accounts in a modern, streamlined way.
Advyzon is the client portal we use to provide secure online access to your account information. Through Advyzon, you can view account performance and allocation details, access statements and reports, and use a secure vault to share documents with our team.
Right Capital helps you organize your assets by understanding where you are, defining where you want to be and building a plan to get there.
Schwab Alliance
Entruity Wealth uses Charles Schwab & Co., Inc. as a custodian for certain client accounts. Schwab securely holds client assets and provides access to a broad range of services that help us serve you.
These materials have been independently produced by Entruity Wealth. Entruity Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Entruity Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.