Measured works with your financial advisor to set up your Measured line of credit. Your assets stay with your current advisor in the same custody location they have been. Measured will contact your advisor to help restrict you account and pledge it as the necessary collateral against your line.
How to find your advisors information?
Most of this information can be found in communications from your advisor if you do not have off hand or within your account statements, but below is another method in finding contact information.
Fidelity:
Log into your Fidelity account
Navigate to your portfolio page where your accounts are
In the top right of you should see a section if you have an advisor called "Connect with your advisor"
Use this information to complete the Measured application details on behalf of your advisor so Measured is able to get in contact with them
Charles Schwab:
Log into your Schwab account
You will be dropped into summary
Scroll down on the right hand side until you see "Schwab Independent Advisor" and click contact your advisor
Use this information to complete the Measured application details on behalf of your advisor so Measured is able to get in contact with them