We’ve partnered with a selection of leaders in their respective areas to power Willow 360.
As your portfolio ramps up, you will start to receive communications from Atomic (brokerage), BNY Mellon Pershing (custodian), Carlyle (asset manager), Goldman Sachs (asset manager), and StepStone (asset manager).
While you are welcome to engage with communications from our partners, all information will be available through Willow Wealth. In particular, there is no need to create an online account with Pershing, the custodian for Willow 360.