Whether you’re investing through a broker, wealth manager, or on your own using platforms like Fidelity, Robinhood, E-Trade, WeBull, etc., your approach to the equities market is unique. No matter the method, we’re here to help protect those assets for generations to come. Ensuring the security and accessibility of your investments supports a strong financial future for you and your loved ones.

Key fields we store are:

• Nickname for asset
• Approximate value
• Institution or Platform name
• Location of where asset is
• Description of the asset
• Link to specific users (optional)