At Destiny Capital, we are always available via phone, email, or in-person to answer your questions and provide guidance on your personal situation. Additionally, we have provided some other resources here that you may find useful.
- NetExchange Client – Log in to your account to see your portfolio holdings, account activity and balances, statements, and more.
- Client Homework Card – Begin your journey here. To get started we will need the information listed on this card.
Regulatory Disclosures and Links
- Destiny Disclosures including Business Continuity Plan
- ADV 2A
- ADV 2B
- Safeguard your online brokerage accounts
- Financial Industry Regulatory Authority – Find articles, tools, alerts, and other resources on investing
- Municipal Securities Rulemaking Board – Learn more about the municipal bond market
- Understanding the Securities Investor Protection Corporation – Read how the SIPC protects investors avoid investment fraud
- Check the background of this firm on FINRA’s BrokerCheck
- Check the background of an investment professional on FINRA’s BrokerCheck