Open an Account
Investing for Catholics' (IFC) minimum account size is $100,000.
Charles Schwab & Co., Inc., Fidelity Investments, and TD Ameritrade have been
selected as Index Fund Advisors' custodians. Custodians are independent
financial institutions that act as custodians and provide confirmations of
transactions and monthly reports of your assets. There is no ownership or
management involvement by any custodian in IFC.
If you already have a Charles Schwab, Fidelity Investments or TD Ameritrade
account (custodian accounts), it is a simple process for us to become your
Investment Manager. We also have forms to transfer your account from your
current broker to one of these custodians.
Your custodian account will
be included in our "Master Account" at the institutional groups of those firms
so that we can make transactions for you, but you will also have access through
the custodian websites and the numerous branch offices of those firms nationwide
or by phone.
Statements (monthly) and
confirmations (as they occur) will come to you from the custodian and Index
Fund Advisors will provide you with a detailed analysis of your portfolio every
Before opening an account, we
will provide you a client agreement and a copy of our ADV Part II, which will
detail all relevant aspects of our business, including our asset based
"fee-only" pricing schedule.
Mary Brunson, Vice President
Investing for Catholics,
a division of Index Fund Advisors, Inc.
19200 Von Karman Ave., Suite 150
Irvine, CA 92612
Toll Free: 1-888-815-5025
Local Phone: 949-428-0432