“Check and App,” Conventional Brokerage and a New Alternative

Firms have been looking for ways to bring more control to which mutual funds are offered and visibility into accounts held by their firm. These needs are particularly evident with mutual fund business done “direct at fund”.

This Envision  whitepaper compares check and app mutual fund investing against a conventional brokerage account from three viewpoints:

  • The investor
  • The representative
  • The firm