Security: Safety Of Funds

Key summary points:

  • Security and setup are emphasized as important for the MSP service provided by IU

  • There are no hidden fees or catches, such as setup or administration fees, exit fees, or lock-in periods

  • The MSP service is a brokerage only service and only charges for trades that occur on the account as part of the service

  • Funds remain in the account with a broker of the client’s choice and IU has no access to the funds and only has the authority to place orders on the account

  • Setting up and monitoring the service is easy and withdrawing from the service is also easy.