At Nelson Roberts Investment Advisors, we help our clients select a third party custodian for the safe keeping of their investment assets. Under this approach, Nelson Roberts Investment Advisors does not have custody of client assets; we never handle client checks, deposits or withdrawals directly. Nelson Roberts obtains client authority to make investment decisions on your behalf—within the parameters of your guidelines—and provide service on your account, but it is the custodian that actually has possession, or custody, of your assets.
Clients can access their portfolios through the following custodial links:
E-Money Wealth Management System
Nelson Roberts also provides access to a wealth management tool that enables our clients to obtain an aggregate snapshot of their entire financial portfolio.
This tool can be accessed through the following link: