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Qplum is getting closed

We aimed to build a service to make investing accessible and transparent. Unfortunately, due to many business factors, we are no longer able to serve as your investment advisor.

Prior Clients

Your accounts remain safe with the respective broker(s).

 

For accounts with Apex Clearing, please create a login at www.apexclearing.com to retrieve important tax documents and other statements.

 

For accounts held with Fidelity, please call Fidelity at 800-544-6666, let them know your account number(s) and they can assist you further. Your online login with Fidelity will remain the same.

 

For accounts held with Interactive brokers, please call 877-442-2757, let them know your account number(s) and they can assist you further. Your online login with Interactive Brokers will remain the same.

 

For accounts held with TD Ameritrade, please call them at 800-431-3500 and press option 1. You will be prompted to enter your account number. Then press option 7 to speak to a representative. You can either choose another advisor or move back to TD Ameritrade's retail platform.

 

Our latest ADV is filed here along with other filings here.

STAY TUNED!