Custody of Client Funds

Volk and Associates Inc. utilizes the custodian services of TD Ameritrade, with offices nation-wide,
in most major cities, including on Indianapolis’ north side just east of the Clearwater shopping
area on 82nd street.

At no time will Volk and Associates Inc. take possession of clients’ funds. While TD Ameritrade
is the preferred custodian for Volk and Associates, should the client wish to utilize the services
of another custodian, we can usually work with this arrangement.

To access TD Ameritrade, click here.