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Third-Party Trustee

All accounts and assets are held on behalf of clients by a third-party custodian (NBCN or Credential). As a Cardinal client, you enjoy security and peace of mind as you always maintain direct ownership of your assets, and all investments are made in accordance with your Investment Policy Statement.

A client may direct an alternate custodian to be used should they wish.  For clients that reside in the United States, TD Ameritrade acts as the custodian for Cardinal accounts.

Clients may access their accounts and statements online through their custodian, and have the option of going completely paperless if they prefer.   

To view accounts held with NBCN, go to NBCN MyPortfolio


To view accounts held with Credential, go to Credential CSI Online