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A question I get a lot from prospective investors is: “Can I invest in the TaliMar Income Fund through my Schwab or Fidelity account?”
The answer is YES — we’re approved on both platforms, and in this video, I explain: How to use your IRA to invest in the Fund directly through Schwab or Fidelity The minimum account balances required on each platform Why some investors choose to invest this way (hint: visibility on your account is one reason)
Whether it’s the right option for you, compared to investing directly with us This is a great way to put your retirement capital to work in real estate-backed investments — and we’re happy to walk you through the process step-by-step.
TaliMar Financial has developed an easy way to view and subscribe to our Trust Deed offerings. Simply create a Lender Account and access trust deed investment opportunities through our online Lender Portal. You will also have access to view your portfolio of trust deeds and other tools available to our trust deed investment community.
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