Custodial Connection Instructions
Establish custodial feeds for trade testing
Articles
- Inspira Financial - SFTP
- PNC Asset Management
- Northern Trust
- TradePMR Data Feed (via First Clearing)
- Morgan Stanley - External Investment Manager
- Goldman Sachs
- Axos Advisor Services
- Janney
- Charles Schwab
- Nationwide - Advisory Life – SFTP Access
- Raymond James
- Citi
- Altruist
- Interactive Brokers
- U.S. Bank
- Mainstar Trust - SFTP
- Betterment
- RBC Clearing & Custody (C&C) Accounts
- TD Ameritrade
- Nationwide Financial (formerly Jefferson National)– FTP
- Pontera (Formerly FeeX) SFTP
- Morgan Stanley - Retail & Managed Accounts
- Brown Brothers Harriman
- AssetMark
- Additional Custodians (via Morningstar)
- SEI Trust
- Lincoln Financial Group RIA Annuities - SFTP
- my529
- BNY Mellon
- Fidelity
- Apex Clearing Corporation – SFTP
- Lincoln Financial
- Pershing