Our Clearing Relationship

Accounts at TKG Financial are carried by National Financial Services, LLC, Member NYSE/SIPC, a Fidelity Investments® company. This clearing arrangement, established in 2005, is essential to providing an improved overall client experience.

National Financial Services serves as the custodian for all client accounts, executes trades, generates statements and confirmations, provides online and mobile account access, provides tax reporting, as well as numerous other functions and benefits.

Securities in accounts carried by National Financial Services are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including up to $250,000 for cash awaiting reinvestment). NFS also has arranged for coverage above these limits.

Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage.

For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300.