Your XoomFi Custodial Account

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XoomFi Advisors has signed an agreement with Interactive Brokers (NASDAQ : IBKR) to 1) act as the custodian for our client's accounts, 2) to host the XoomFi financial advisor account, and 3) to provide execution services for all XoomFi stocks and options trades.

IBKR is an S&P 400 financial services company providing automated trade execution and custody of securities, commodities and foreign exchange on over 150 markets in 26 currencies to clients from over 200 countries. IBKR has $386.2B in client equity serving 2.33 million client accounts as of 08/01/2023. 

Your custodial account carries Securities Investor Protection Corporation (SIPC) coverage of $30 million (including $900,000 cash) per account.

Your Custodial Account is linked to the XoomFi Financial Adviser Account to allow XoomFi to invest the funds in your account on your behalf in the XoomFi investment models. You can withdraw funds from your account, close your account, or un-link your account from XoomFi at any time.

 (*) Your Custodial Account is linked to the XoomFi Financial Advisor Account to authorize XoomFi to invest the funds in your account. You can withdraw funds from your account, close your account, or un-link your account from XoomFi at any time.
(**) The agreement you sign with XoomFi Advisors is to authorize us to invest the funds in your custodial account in the XoomFi Investment Models.