• What is MFFM’s relationship to Charles Schwab & Co., Inc.?

    MFFM has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

  • Does the custodian offer check writing features for my account(s)?

    Standard check writing features can also be added to all taxable accounts. In addition, debit cards may also be ordered for each respective taxable account. The debit cards have a daily withdrawal limit for purchases. They are accepted anywhere the VISA logo is displayed. The debit checks have no withdrawal limit and can be used like any other standard checking account. There is no fee associated for adding this feature to your account.