Your funds are held directly at an independent third party custodian. United Capital Management will never take possession of your assets and receives no compensation from the recommended custodian for the investment advisory services we provide.

Custodian responsibilities are to hold and safeguard your funds. United Capital Managements' relationship with the custodian allows us to execute investment transactions, monitor activity in your portfolio and maintain portfolio records. To review detailed information regarding our custodial relationship, click here to view our Disclosure Brochure.

We have partnered with Scottrade, Inc. as our recommended and preferred custodian.

IMPORTANT NOTICE: By using the links below you will be entering a new website.

You may access your account(s) online by clicking here or the custodian's logo below.

You may access our Client Reporting Portal by clicking here.

United Capital Management is committed to keeping your personal information safe. Click here to view our Privacy Policy.