At H&R Block Financial Advisors your assets are protected up to $25 million by two levels of
protection:
View our current Statement of Financial Condition.
- The Securities Investor Protection Corporation (SIPC) for up to $500,000 (limited to $100,000 for claims of cash); and
- Additional Securities protection of $24.5 million per account with a firm aggregate of $100 million. The additional coverage provided by Lloyd's of London is governed solely by the terms of the policy issued by them. A copy of the policy is available for inspection upon your request.
View our current Statement of Financial Condition.