Custody of Assets

MidAtlantic serves as an investment advisor to our clients and does not take custody of client assets.

Fidelity Institutional Wealth Services, one of the largest providers of custody services, serves as our primary custodian/trustee of client assets.  In addtion to Fidelity, other major providers may also be utilized. 

MidAtlantic has established trading links with Fidelity and other providers which allows for seamless transaction initiation and reconciliation. Clients receive monthly statements from their respective custodian/trustee containing transaction and balance information as well as annual tax reporting.

Additionally, current account information is always available for online access.