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Do I need to open an account with a custodian?

When you apply for a WealthBar account we will open an account with one of our custodians for you. As part of your sign up process we will provide you with all the required documentation from both WealthBar and the custodian of your account.

You do not need to open an account directly with one of our custodians on your own. We take care of this for you.

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