Identify the provider
Keep statements and records showing who holds or issues your investments. The app and the financial institution responsible for the assets may be separate organizations.
Check access and transfers
Review the provider’s closure notices and transfer procedures. Access can be delayed, and a transfer or sale may have costs or tax consequences.
Tokenized holdings
Beaver uses tokenized securities held in your wallet. Holding a token does not necessarily give you the same rights as holding the underlying share. Access, transfers, and redemption depend on the issuer and product terms. A wallet does not remove issuer risk or guarantee continued trading if an app closes.
Further reading: Investor.gov on tokenized securities ↗
Try Beaver early
Request an invitation for iPhone.
