https://news.ycombinator.com/item?id=15991784 https://news.ycombinator.com/item?id=15991784 has more, but basically, get access to Web-based results from name-b

https://news.ycombinator.com/item?id=15991784 https://news.ycombinator.com/item?id=15991784 has more, but basically, get access to Web-based results from name-brand bank or custodian. A legitimate PWM professional will already be using a custodian bank (or will be employed at a large bank like UBS, JPM, or BoA, so you'll have access to their employer's site). Also, they'll appreciate that you're doing this due diligence. If you get any pushback, move on. Also worth noting that this problem is mostly moot for a typical retail investor who has assets at a name-brand brokerage like ETrade, Schwab, or TD Ameritrade, and already has self-service access to the bank/brokerage's site. At that point, an individual advisor might be able to make unilateral allocation changes, but the money's there and the bank will have a trading history. This problem in this article basically starts with trusting a lot of money to an individual or tiny firm, and that basically only comes up in PWM and non-traditional asset classes.