Brokerage Links & Mutual Fund Windows

Many company-sponsored retirement plans offer the ability to invest your contributions through a more traditional brokerage account, often referred to as a Self-Directed Brokerage Option, Brokerage Link, or Mutual Fund Window. By funneling your 401(k) money into one of these accounts, you have the ability to invest in a much more diverse selection of options.

Retirement Management Systems can help you and your Financial Advisor make sense of these accounts. We’ll construct and manage a portfolio using the options available through the brokerage platform, whether it’s with Fidelity, TD Ameritrade, Charles Schwab, Pershing, or any other.

There are nuances to how we manage the money based on the platform where your account will be held. Check with your financial advisor.