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What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse?

4 Views· 18 Mar 2023
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With the recent banking crisis, I've received a lot of emails asking me two related questions. First, what would happen to our investments at a broker if that broker failed. Second, what would happen to an ETF or mutual fund if the company behind the fund failed?

We cover both of these questions in today's video.

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Video Resources
SVB Balance Sheet: https://d18rn0p25nwr6d.cloudfr....ont.net/CIK-00007197
Schwab Balance Sheet: https://content.schwab.com/web..../retail/public/about
What if Vanguard went bankrupt: https://investor.vanguard.com/....investor-resources-e
FINRA: https://www.finra.org/investor....s/alerts/if-brokerag
Fidelity Safeguarding accounts: https://www.fidelity.com/why-f....idelity/safeguarding

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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
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Popular Videos
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#broker #bankruptcy #robberger


While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)


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Facebook: https://www.facebook.com/financialfreedomguy/

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

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