Account Protection

We understand how important it is for you to feel confident that your assets are totally protected. Through our relationship with Ridge Clearing (the custodian of your account), assets in your Valet account are protected for the net equity of your securities positions. SIPC* provides the first $500,000 of coverage including $100,000 for claims for cash awaiting reinvestment. Ridge Clearing provides additional protection ("Excess SIPC") through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer.Click here for more information on how your assets are protected^*SIPC (Securities Investor Protection Corp.) insures the assets held in brokerage accounts if the brokerage firm fails. SIPC does not protect investors against investment decline or loss.