When you make a mutual fund purchase transaction, your money moves directly from your bank account to the Mutual Fund Company's account. And when you sell, the funds are transferred by the Mutual Fund Company directly to your bank account. We track this process for you.


At no time does your investment pass through our bank account. The only amount that comes into our bank account is the fee.

Our system is built with bank-grade security to protect your information and keep your money safe.