Interactive Brokers acts as the custodian for all CFS accounts. Interactive Brokers was chosen as our custodian because of the total transparency for all activity in the account. In addition to receiving comprehensive monthly reports, CFS clients can monitor the activity in their accounts on a real-time basis. Interactive Brokers also provides analysis tools which are available at any time of day to enable clients to cross check any investment action by CFS. In addition, the transaction fee or commission for stock trades is one of the lowest in the industry.
Interactive Brokers allows CFS and the Client to use all of their Trader Work Station software, as well as the detailed fundamental analysis of stocks available on their platform, free of charge.
Interactive Brokers allows CFS and the Client to use all of their Trader Work Station software, as well as the detailed fundamental analysis of stocks available on their platform, free of charge.