Third Party Independent Custodian

We use an independent 3rd party custodian.  When you open and account below you are connecting with the FolioInstitutional. Here you will be able to complete signup process and setup your risk tolerance.  This is setup for your protection where Agile Capital is you investment advisor and the custodian holds your money. Contact us if you have any questions. 

Finances made delightfully easy

  • Share personal info so we can verify your identity and tailor your advice.

  • Choose your first account to grow your cash or automate your investments.

  • Fund with ease. Get started with $1 for cash and $500 for investment accounts.

300 E Main St

Suite BCarmel, IN 46032

1.888.510.2012

317.798.0200

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