Which custodian should I use for my investment portfolio?
Your portfolio with Motley Fool Wealth Management can be held by one of our approved custodians: Interactive Brokers (IB) or Charles Schwab.
If you already have an account with IB or Schwab, in most cases, you can simply link your existing account to our management.
If you do not have an account with IB or Schwab, you will need to transfer your account before we can start managing it for you. You can find instructions on funding your account here.
Additional information about our approved custodians can be found on our Custodian Comparison and FAQ page.