Who does Ankerstar Wealth use as a custodian of funds?

Ankerstar Wealth will not take custody of your funds at any time.  Our investment managers use Schwab as our primary custodian for client funds, therefore money movement transactions are between you and Schwab via electronic funds transfer, We have a separate advisor portal that allows us to manage your accounts, but prohibits us from moving money into or out of your account.  To move money, we simply send you a form through DocuSign for your signature.