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No. Our reporting engine tracks your entire financial landscape regardless of where assets are held. For portfolio management, we custody at Charles Schwab, but we report across all accounts and custodians.

Typically: recent tax returns, estate documents, business entity information, account statements, and a personal balance sheet if you have one. We’ll walk you through exactly what’s needed during the onboarding process.

We begin with two 90-minute discovery meetings to understand your full situation. From there, full integration typically takes 60–90 days depending on complexity.