At CONFIANCE we focus on your money while you focus on YourLife™. With that said—you are in control of your money. Your assets are held at our chosen independent custodian, TD Ameritrade Institutional and are held in your name exclusively. Account activity reports and statements are sent to you directly and are provided to you to ensure regular contact and timely decision-making. For clients that choose so, online access is available to view your accounts and account documents. Statements can be delivered electronically. As part of our "planning inclusive" services, your account values are also integrated daily into your online financial plan.