Services

Account Protection

We understand how important it is for you to feel confident that your assets are totally protected. Through our relationship with Ridge Clearing (the custodian of your account), assets in your Valet account are protected up to the total net equity in your account. SIPC* provides the first $500,000 of coverage (including $100,000 for cash balances). The additional excess SIPC coverage of unlimited net equity is provided by Travelers Casualty and Surety Company at no cost to you.

For more information on how your assets are protected, click on the FAQ link above.

*SIPC (Securities Investor Protection Corp.) insures the assets held in brokerage accounts if the brokerage firm fails. SIPC does not protect investors against investment decline or loss.


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